Knowledge Base

Accounting Dimensions Filters

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  • February 7, 2024

Accounting Dimensions Filters

To access the Accounting Dimension Filter list, go to: > Home > Accounting > Accounting Dimension Filters

1. How to create an Accounting Dimension Filter in BizCentric.

  1. Navigate to the Accounting Dimension Filter list and click on “New.”
  2. Choose the Accounting Dimension for which you want to implement a restriction.
  3. Select “Allow” or “Restrict” in the Allow or Restrict field, depending on the type of restriction you wish to impose.
  4. Include the accounts where the restriction will be enforced in the Accounts table.
  5. Optionally, you can check the “Is Mandatory” checkbox if you want to make the accounting dimension mandatory for specific accounts.
  6. Specify the dimension values in the Dimensions table that will be permitted or restricted for the designated accounts.

 

2. Features

2.1 Filtering accounting dimensions in transactions

Depending on the constraints set on the account, only permitted dimensions will be filtered and displayed in the transactions.

2.2 Validations for Invalid and Mandatory Dimensions

If any mandatory dimension is missing or if a restricted dimension is associated with any relevant account, the system will prevent the submission of that transaction until the correct accounting dimension is chosen.

  1. Cost Center
  2. Budgeting
  3. Accounting Dimensions