Review Available Dimensions

To set up dimensions, you must first review the categories available, and decide on which dimension you would like to report.

Consider both global and local dimensions, as follows:

• Global Dimensions: Use global dimensions to set up search criteria that apply to reporting needs company-wide, such as your departments and offices.
• Local Dimensions: Use local dimensions to set up search criteria that are specific to a certain area of your company, such as a Chart of Accounts for only the New York City office.

Though you can use dimensions for any type of category meaningful to your company, within any one particular dimension, you should only enter one category of information. When dimensions are used consistently, they can be attached to each G/L entry, thus creating the basis for statistics where the G/L entries are sorted by these categories.