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            Custom Dimensions

            Created by Travis Lander, Modified on Tue, 16 Apr at 5:42 PM by Sanjayan Arulsakaran

            Description

            Create and edit your custom dimensions here. Custom dimensions are a line item level dimension that can be added to any Document (Journal Entry, Invoice. etc.). These are commonly used for creating a dimension that is relevant for your organization (e.g. Property, Region, Salesperson, etc.).

             

            By default Custom Dimensions are not visible in SoftLedger. To enable them please toggle the Products ON under your Dimension Settings.

             


            Create/Edit Custom Dimension

            Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Custom Dimension to complete.

             


            • ID - Unique identifier for this custom dimension
              • Alphanumeric text string field, if sorting in a particular order is important please take into consideration. 
            • Name - Custom dimension name
            • Description - Extra text for this custom dimension
            • Inactive - Inactive custom dimensions will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Invoice/PO/SO) with the inactive custom dimensions will still be included in tables and users can take actions against)

            List Actions


            • Edit - Update custom dimensions details.
            • Delete - Delete this custom dimensions (could fail if another object such as Journal Entries are using this).
            • Filters - Filter what appears in the table based on one or more fields available in the table.
            • Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
            • Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
            • Export - Table data can be exported using the export button at the top of the table.

            Add to Bulk Upload

            For Bulk Journal import and other Bulk document creation (invoices, bills, etc.) add a new column with the name of your dimension along with id. 

            Add via API


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