Mastering Empress: Enhancing Financial Management with Accounting Dimension Filters

Guides & Tutorials
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Introduction

Welcome to this user-friendly guide on how to use the Accounting Dimension Filters feature in Empress. This feature allows you to manage and organize your business’s financial data more efficiently, by controlling the tagging of accounting dimensions against specific accounts.

Finding Your Way to Accounting Dimension Filters

To begin with, let’s locate the Accounting Dimension Filter. Follow these easy steps:

  1. Start from your Empress Home screen.
  2. Click on Accounting.
  3. Then click on Accounting Dimension Filters.

Creating an Accounting Dimension Filter

Let’s now guide you through creating an Accounting Dimension Filter. Here are the steps:

  1. Once you are on the Accounting Dimension Filter list, click on New.
  2. Choose the Accounting Dimension where you would like to apply a restriction.
  3. In the Allow Or Restrict field, select either Allow or Restrict to set your desired type of restriction.
  4. Specify the accounts where you want the restriction to apply in the Accounts table. If you want to make the accounting dimension mandatory for any specific account, simply check the Is Mandatory box.
  5. Lastly, add the dimension values in the Dimensions table that you want to allow or restrict for the chosen accounts.

How Accounting Dimension Filters Work in Empress

Filtering Accounting Dimensions in Transactions

When you’ve applied restrictions to an account, only the allowed dimensions will be filtered and displayed in your transactions.

Validations for Invalid and Mandatory Dimensions

Empress is designed to prevent any errors or oversights. If a mandatory dimension is missing or a restricted dimension is tagged against any applicable account, Empress will not allow the submission of that transaction. The system will ask you to select the correct accounting dimension before proceeding.

This smart feature enhances your business processes by ensuring that your financial records are accurate and well-organized. In doing so, it allows for better financial management, clearer oversight, and more efficient business operations.

For more assistance or to explore other features, please refer to our support resources or contact our dedicated support team. Happy organizing with Empress!