Company dimension

From the Manage Company page, you can manage the Company dimension table, which manages information for companies in your corporate structure.

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.

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

To access the Company dimension:

  1. From the Command Center home page, select System Administration.

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  2. On the System Administration page, click Manage Data.

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  3. On the Company sub-tab, click Open.

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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 a company

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 a company:

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

    • To add a company, 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.

      NOTE: You can optionally add multiple rows to an account by clicking Add Rows. This displays the Add Rows dialog box, where you enter the number of rows that you want to add.

      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 a company, 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 a company

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 a company:

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

  2. At the Continue? prompt, click OK.
  3. When you finish making changes, click Save.

Column descriptions

Column Name Description
Company The company number or ID.
Description The description for the company.
BudBalancingOrder Determines the order in which the system will balance individual company balance sheets during the budget process. This column is used by the budget Bank Balancer utility.
FundingCenter Identifies a Funding Center department ID by company.
RetaingEarningsAcct

The retained earnings account number for the company. This is used by the budget Bank Balancer utility.

NOTE: This column should be populated with a valid General Ledger (GL) account number.
RetainedEarningsDept

The department to which retained earnings are posted. This is utilized by the budget Bank Balancer utility.

NOTE: This column should be populated with a valid department number.
MinorityInterestPercent Used for eliminations. The portion of a subsidiary company that is not owned by the parent company.
ParentCompany Used to consolidate company data for reporting. The holding company of the subsidiaries, or a company that is not included in consolidated numbers. . Enter the parent’s company number.
AdminDept The department used in saving data for the company, including elimination entries and tax rates.
TaxExempltAcct

This value maps to tax-exempt balance sheet accounts and is used to support the calculation of tax equivalent yields. Yield record utilities generate tax equivalent adjustments for reporting tax equivalent yields.

  • If the account is tax-exempt, select TE Tax equivalent.
  • If not, leave this column blank.

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