Accounts dimension

This dimension contains records for each account in the general ledger of your organization. This includes accounts that can be found on the balance sheet, income statement, hours, and statistics.During the cost model set up process, any manual statistic accounts added by a user are automatically added to the core Account dimension as well with a type of Statistic. For more information, see Managing manual statistics. For more information, see "Managing manual statistics" in the online help.

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 dimensions using a spreadsheet.

Accessing the dimension

From the Enterprise Decision Support home page, in the Data control section, select Maintain data > Core dimensions > Accounts.

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

Filtering records

To filter records:

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

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

Adding or editing an account

Due to the large number of records that this table can contain, you might need to use the Filter function previously described to find the desired records.

To add or edit an account

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

    • To add an account, select + Add Row. The new row appears at the top of the table.

      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, select the edit icon in the Actions column to open cell(s) for changes.

      NOTE: You cannot edit columns that are grayed out.

  2. Complete the columns, as needed. A description of each column is located in the following "Column descriptions" section.
  3. To cancel the changes made, select the cancel icon in the Actions column. Otherwise, to save them, select the save icon in the Actions column.
  4. When you finish making changes, select Save. After you save, the table shows any new accounts in order by the ACCT column.

Deleting an account

Due to the large number of records that this table can contain, you might need to use the Filter function described above to find the desired records.

To delete an account

  1. Find the account to be deleted, and select the delete icon in the Actions column.

  2. At the Confirm Delete prompt, select OK.
  3. When you finish making changes, select Save.

The account row is removed from the table.

Column descriptions

This section provides descriptions for each column in the table.

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

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 general ledger system is set up.

Description - The account description from the general ledger.

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

Other

NOTE: Most of the columns in this section are Axiom standard columns and categories used by other Axiom products. These columns cannot be added or edited.

Credit - Used during the interface process to reverse the signs so values are stored in a positive condition in the database. Select one of the following valid entries:

  • dr
  • C
  • NA

Normally, revenue and liabilities are C, and all others are dr.

RptMap - Used to group accounts. Valid entries include any account numbers in the ACCT column. The system automatically copies the information in the ACCT column to this column during installation.

Statement - Used to identify the financial statement category. Select one of the following valid entries:

  • NA
  • Statistic
  • KeyStat
  • Hours
  • IS

Type - Used to identify the major Financial Statement category. Select one of the following valid entries:

  • NA
  • Statistic
  • KeyStat
  • Hours
  • Revenue
  • Deduction
  • Expense

FS Summary - Used to identify summary-level Financial Statement categories. For the naming convention, use the first letter of the type category with an underscore and then the category name. For example, R_PatientRev or E_Salaries.

FS Detail - Used to identify line-item financial statement categories. For the naming convention, use the first letter of the type category with an underscore and then the category name.

FS Payor - A variation of FSDetail used if GL accounts have payor categories; used for Budgeting Deductions models. If this is not used, match to FSDetail. Categories can be added or edited. The default value is a blank.