Dimensions: Custom Dimensions

Modified on Sat, Feb 25, 2023 at 3:33 PM

Financial > Setup > Dimensions > Custom Dimensions


In addition to the standard dimensions of an account number as defined by the State, you can add up to 7 additional district-defined dimensions.



In the Label field, enter the name of the dimension(s) you wish to add.  Then click the Save button.


 

Then click on the "Manage Values" hyperlink next to the Custom Dimension Label to add in the Custom Dimension details.


                                   


On the Code Table for your Custom Dimensions, click Add Code to create your Custom Dimension


                                       

  • Code - Enter the code you wish to use
  • Description - Enter the description of the code
  • Seq - the sequence number that controls the order in which the codes are displayed on the screen

Click Add.  The code will be added to your Custom Dimensions

 

You can customize your Custom Dimensions right on the main screen.  You have the option of entering a group, a custom export code, and changing the color of the background and text.


 

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