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Account Setting - Setting Up Dimensions (For Sage Intacct Users)

Please Note that this Help Guide reflects release 2024.05, due out by February 15, 2024

 

Requirements: 

  1. You must be setup as an Admin to access the Account Settings.  
  2. You have validated the connection between iLeasePro and Sage Intacct. For more information, please review iLeasePro - Sage Intacct Implementation and Setup Guide

Account Settings – Setting Up Dimensions

As an Admin user, if you are using Dimensions on Sage Intacct you may want to set up Dimensions in iLeasePro. The Dimensions offer you the ability to track and report on your financial and operational lease data.

By setting up the Dimensions, you can link the Dimensions to any general ledger account within a lease. Once linked to a lease, these Dimensions will be included in the journal entries that are created or exported for the lease.

 

Dimensions

iLeasePro includes the eight Standard Sage Intacct Dimensions to select from. The Dimensions you can apply are;

  • Location
  • Department
  • Employee
  • Project
  • Customer
  • Vendor
  • Item
  • Class

Note: iLeasePro currently cannot access Sage Intacct entity level Dimensions or user-defined Dimensions.

 

Setting Up Dimensions 

To begin adding Dimensions to iLeasePro, click on the Admin link in the main sidebar menu as shown below.

 

Downloading the Dimensions from Sage Intacct.  iLeasePro allows you to download each of the Dimensions that have been defined in Sage Intacct.  Only Dimensions with a status of Active on Sage Intacct will be included in the download to iLeasePro.

iLease_Pro___HMS_Bank___Trust.png

Select the Dimensions to download by clicking on the button that represents each Dimension.  In our example below, we have selected to download the entries from the Location Dimension (highlighted in Yellow).  After the Dimension button has been clicked, a message pop box will be displayed explaining that you are about to initiate the download process from Sage Intacct into iLeasePro. 

If you have defined a large number of entries in a Dimension, the download duration may be up to 5 minutes.  

127_0_0_1_8001_says_and_iLease_Pro___HMS_Bank___Trust.png

 

Once the download has begun, a "Loading Intacct Dimensions" indicator will be displayed at the top of the page.  This indicator will remain until the Dimensions has been fully downloaded.  You will also notice that a similar "Downloading..." message will be displayed beneath the download buttons.

iLease_Pro___HMS_Bank___Trust.png

 

Once the download is completed, the "Downloading..." message will change to inform you of the total number of Dimension entries that have been downloaded.  In this example, we downloaded 11 Location entries. 

iLease_Pro___HMS_Bank___Trust.png

To view the downloaded Dimension entries, click on the "Select Dimension Type" drop down list and select the Dimension to view.  In our example, we are viewing the entries in the Location Dimension.

iLease_Pro___HMS_Bank___Trust.png

Editing Dimensions

Dimensions downloaded from Sage Intacct cannot be edited on iLeasePro.  Any change to a Dimension must be completed on Sage Intacct, then redownloaded into iLeasePro.

 

Removing Dimensions

A Dimension entry can be removed from an account by clicking on the Delete button (the trash can). To delete a Dimension entry, click on the Delete button. A message box will appear asking you to confirm the delete action. To continue, click on OK or to cancel the delete action, click on Cancel.

iLease_Pro___HMS_Bank___Trust.png

 

Note: Dimension entries that have been linked to a lease cannot be deleted.  You will receive a pop message box indicating that the entry is linked to a lease or multiple leases.  

127_0_0_1_8001_says_and_iLease_Pro___HMS_Bank___Trust.png

 

To help you find the leases that encountered this conflict, you can use the Lease Dimensions Report found in the Report Center.iLease_Pro___HMS_Bank___Trust.png

 

 

2024.05

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