During the budgeting process, if circumstances change, you might need to add a new level, entity or account to your existing budget worksheets.
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A dimension is a level in your budget hierarchy and an entity is a value within a dimension. For example, a dimension is Country and the entities are Australia, the UK and the USA. |
What you can do depends on the type of budget, for example:
In your Financial budget, you can:
Add a dimension, such as a country, division or branch. You can add the dimension to a specific category or all categories in the budget simultaneously.
Add an account that had no activity last year.
In your Sales budget, you can:
Add additional levels, to budget at a more granular level. For example, if your Sales budget is organized by branch, then product group, you can add another level, to budget by sales rep.
Have different hierarchy levels than your expenses. get rid of this
In a database driver tab
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In this example, your organization has received interest income from a new source in the UK. Previously you only ever received such income from the USA. You need to add the UK as a dimension in the Other Income category.
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If you change your mind or make a mistake, to remove this new dimension, hover over the left of the dimension name and click the Delete button 
that displays, then click Delete to confirm.
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In this example, your organization has acquired a new business in another country, New Zealand. You need to start budgeting for that country. You’ve added the country to your ERP system but it does not appear by default in your budget, so you need to add it in. As the operating environment is similar to Australia, you clone the General Ledger account codes that are in use in Australia.
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If you change your mind or make a mistake, you cannot remove this new dimension from all the categories in your budget at the same time; you need to remove it from each category, one at a time. Hover over the left of the dimension name and click the Delete button that displays, then click Delete to confirm.
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For example, suppose that due to the Coronavirus restrictions last year, you had no entertainment expense but this year, things are returning to normal, so you want to budget for those entertainment expenses.
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If you change your mind or make a mistake, to remove a new account row, hover over the left of the account name and click the Delete button that displays, then click Delete to confirm.
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Sales budget - Add a dimension to the hierarchy levels
In this example, you can have added a Database driver tab for your Sales budget. You now want to budget at the Product Class level, so you need to add that level into the budget.
On the Sales tab, click the blue plus button next to the dimension in the top toolbar, then click the dimension (Product Class) you want to add. The budget updates accordingly.
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