Map categories from your Chart of Accounts

User permission: Financial Statements > Manage Custom Statements and Administration > Databases and Sync

See the Overview of financial statements and dimensions page for more information about the link between dimensions and your financial statements.

Watch this video to learn how to do this. The key steps are summarized below with links to detailed instructions.

You can map categories and dimensions from your ERP Chart of Accounts. The process requires the use of the Designer tool in the Administration module.

1. Open the database design in Designer.

2. Add your Chart of Accounts file.

3. Map the accounts to the Dimension section. New categories are created for you. These will become available as top-level dimensions in your financial statements.

4. Rename the new categories to something more meaningful.

5. Save your changes and build the database.

6. In Financial Statements, create a custom statement based on one of the new top-level dimensions (categories).