Dimension Display in Invoice List

This is set up at the organizational level and is done by controllers. Up to 4 dimension columns can be displayed in the invoice list.

Organization

1. Go to Organization Settings --> Semine --> Dimension Display in the invoice list.
2. Click "Add dimension setting"
   
   
   
3. Activate dimension
   Active dimensions can be displayed in the invoice list using the column menu. By setting the dimension as inactive, it will be hidden from the invoice list but the chosen column name and client dimension will be preserved here.
   
   
4. Dimension column name
   Displayed as the column header in the invoice list
   
   
5. Client dimension in the invoice list
   All dimensions with the same dimension code across clients will appear under the same dimension column in the invoice list.
   
   The number of columns with the same dimension code is shown in the list as "Client(2)".
   
   Hover over this number to display a list of all clients with this dimension code.
   
   
   
   
6. Click Save. 
7. In the invoice list
   Choose the new dimension column name in the column selector in the invoice list. 
   
   
   

Note:  The update of new dimensions in the invoice list occurs daily at 03:00 UTC, and after this, all choices of dimension values on invoice lines will be displayed continuously.

Client

When client dimensions are chosen to be displayed, it is possible to go into each individual account parameter in each client to fine-tune which account parameter should be displayed in which dimension column. Here are some typical cases.

Go to: (Choose client) --> Account Parameters --> (Choose dimension)

• Normally, the dimension in the client account parameters is automatically set to the correct column if it has the same code as the chosen dimension in organizational settings.
  
  
• If one of the dimensions in the client does not have the same code as the chosen dimension in Organization --> Semine, it will not be automatically selected in client settings --> Account Parameters --> Dimension Name:
  
  
  
  You can then manually choose the desired client dimension 
  
  
  
• You can switch the column in which a client dimension is displayed. Deselect the invoice list dimension  (click X) in one of the account parameters and go to another account parameter. The deselected invoice list dimension is now available here.
  
  
  
• Turn off the display of a client dimension by clicking X in the dropdown menu. Now the invoice list will not display this account parameter from this client.