In addition to customizing the top levels of your statement, you can add sub-levels to the statement grid. To achieve this, you firstly create a new dimension, then select General Ledger accounts and apply them to a list of entities that you create within the new dimension.
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A dimension is a level in your statement 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. |
You can then add the new dimension as a level in the statement grid, to gain a level of detail that you didn't have in your original dataset. For example, you might want to categorize costs under the Operating Expenses group, so you can drill down and see these details at a glance on the grid.
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When using this method to create a dimension, you cannot differentiate at a level lower than a General Ledger account, such as cost center. However, this can be done via the Designer module. |
In the statement setup window, click the Accounts tab.
Click the green plus button
, then enter a name for the new dimension, for example Cost Type, and click OK.
The newly created dimension appears as a new column in the account grid.
Select an account by clicking the number to the left of its name, then in the new dimension column header, enter the name of the entity that you want to apply to the account, for example, Client Driven, and press Enter.
Repeat the above step to add other entities to the dimension or select an entity from the list to apply to other accounts.
Click Save.
If you are finished customizing the financial statement, click Close > Yes to rebuild the database and view your new dimension.