Accounts dimension

The Accounts dimension contains records for each account in the GL of your organization. This includes accounts that can be found on the balance sheet, income statement, hours, and statistics.

TIP: You can manage your dimension tables by downloading them in spreadsheet form so that you can make larger changes more easily. You can then upload the spreadsheet with the changes back into the system database. For more information, see Editing a dimension using a spreadsheet.

Accessing the Account dimension

From the Enterprise Decision Support home page, in the Data Control section, click Data Management > Core Dimensions > Accounts.

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The page can only display up to a maximum of 10,000 records.

Filtering records

To filter records:

  1. Click the funnel icon in the upper left corner of the page.

  2. In the Filter box, you can narrow down the records to display by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, click Edit. If you are familiar with writing filter statements, you can type the statement syntax directly in the Filter box.
  3. Click Apply.

Adding or editing an account

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To add or edit an account:

  1. In the table, do any of the following:

    • To add an account, click Add Row. The new row displays at the bottom of the table. Enter information in each column. After you save, the table will display the new row in order by the ACCT column.

      IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes. We recommend that you review your entries before saving any changes.

    • To edit an account, click in the cell(s) to make your changes.

      NOTE: Columns that are grayed out cannot be edited.

    • To undo your changes, click the left arrow icon .
    • To redo your changes, click the right arrow icon .
  2. When you finish making changes, click Save.

Deleting an account

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To delete an account:

  1. In the table, select the row to highlight it, and then click Delete Row.

  2. At the Continue? prompt, click OK.

The account row is removed from the table.

Column descriptions

This section provides descriptions for each column in the Accounts dimension table:

NOTE: The table may display some columns that are related to other Syntellis products or have been created specifically for your organization. Contact your Syntellis Implementation Consultant or Syntellis Support if you need help with these columns.

TIP: In this dimension, you can add custom "grouping" columns to customize the data you want to query into reports. For more information, see Creating or modifying custom columns in dimensions.

Keys

Every table in the database must have at least one key column. Key columns define unique records of data in the table. If a table has one key column, then each value in that key column must be unique and defines a unique record in the table. If a table has multiple key columns, then each combination of values in those key columns defines a unique record in the table.

ACCT - The Axiom Software account number. This can be the combination of the prime account and sub account, if that is how your GL system is set up.

Description - The account description from the GL.

TIP: To help make reports more readable, we recommend that you do not use all capital letters in the description content.

Cost

These columns are specific to the set up and maintenance of Axiom Enterprise Decision Support.

COSTCAT - Represents the cost category mapping of accounts, which is used to assign cost categories to incoming data when the GL data is imported into a CGL format table.

CostMethod - Identifies the cost calculation offset accounts used for writing offsets to the GL-oriented tables and matches them to the method that they represent.

NOTE: This options in this column are system generated. We highly recommend that you not make changes to this column.

CostVarPct - The percent variable for costing; 0 = Fixed, 1=Variable. A value between 0 and 1 represent a percentage of variability.

CostDSSSummary - An FSSummary clone, but owned by Axiom Enterprise Decision Support so that cost accounts can be categorized differently to facilitate costing and DSS needs without impacting Axiom Financial Reporting.

CostProvider - Identifies the salary accounts of providers for the Provider RVU method of cost calculation.

ReclassType - Defines the type reclass that was used to calculate the values in the account. This information is important for post-reclass reporting.

AllocType - Defines the type of allocation account for indirect allocation in Axiom Enterprise Decision Support.

CostAdjustmentID - Used in Axiom Enterprise Decision Support to tie allocation and reclass step IDs to account numbers for easier referencing in downstream reports. This number represents the ReclassID (reclasses) or the StepID (overhead allocations) accounts that are not reclass or allocation accounts that have a value of zero in this column.