Finance Account Sidebar

Use the Finance Account Sidebar to assign or change the values of finance account related settings.

Contents

Field	Description
Account Settings	Use this Sidebar page to view or change information such as account numbers, names, and types; select Sum from accounts; designate accounts to be used for creditor invoice entry; assign report-related parameter values; and define reference codes.
Dimension Settings	Use this Sidebar page to define dimensions, their default values, and associated methods. You can use dimensions to group, filter, and tag data. WorkBook provides predefined dimensions. You can add up to ten custom-defined dimensions (using Dimension Setup). You can filter on dimensions in any Scheduling view. You can rename a predefined dimension by using the Custom Translations setting. You can also disable a dimension by using the icon.
Creditor Invoice Approval Settings	Use this Sidebar page to view or change settings for creditor invoice approvals.
Account Name Translation Settings	Use this Sidebar page to enter an account name in a language other than English.
Finance Account Period Balance Settings	Use this Sidebar page to define settings such as year, start date, end date, and end-of-month for account period balances.