Topic results Dimensions

CCH Practice Management
Assigning fee dimensions to a bill
This document outlines the process for assigning fee dimensions to bills within a practice management system. Users can assign these dimensions through the Billing Main window or the Fee Analysis History toolbox on the Home Page. Steps include selecting the invoice, choosing a fee dimension from a dropdown, entering the allocation amount, and providing comments. The document emphasizes the necessity of assigning the total amount to fee dimensions to avoid error messages and offers links to related articles for additional context.
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CCH IXBRL Review And Tag
Applying Dimensions
The document discusses the use of dimensions in CCH iXBRL Review & Tag to provide detailed analysis for tags representing financial figures. It highlights the need for sub-analysis, such as distinguishing between continuing and discontinued operations within the Turnover/gross operating revenue tag. The Taxonomy includes a Dimension called Operating activities, which facilitates this analysis by offering specific elements for different operational types. The document also mentions accessing dimensions through the Taxonomy listing.
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Twinfield
Cost Centres ( Dimensions)
This document provides instructions on how to create a cost centre within a financial professionals' software. Cost centres are referred to by various terms, including branches, departments, divisions, and jobs. The steps involve selecting 'Financial Professionals' from the menu bar, navigating to 'Dimensions', clicking on 'First free code', and entering the desired cost centre name before saving the changes. Accompanying images are included to guide users through the interface.
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CCH Accounts Production
Dimensions
This document outlines the process of using dimensions in financial reporting to facilitate detailed analysis across various nominal accounts. It describes how to define dimensions and dimension members for reporting, such as departmental or branch analysis. The steps to create dimensions, assign them to nominal codes, and utilize both single and multiple selection methods for assignment are detailed. Visual aids are provided to assist users in navigating the dimensions setup and integration within the accounting system. The document emphasizes flexibility and user-defined structures for improved financial analysis.
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Twinfield
Projects
The document outlines the dimension levels in Twinfield accounting software, highlighting three levels: Level 1 comprises the Balance Sheet and Profit & Loss codes, Level 2 further details A/P and A/R accounts for individual customers and suppliers, and Level 3 focuses on Projects and the Asset Module. It provides instructions for navigating the software to create project codes, emphasizing that each project code can be linked to a cost centre.
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CCH Practice Management
Fee Dimension criteria
This document outlines the process for categorizing fee income in a practice by setting up fee dimension criteria in a system. It provides step-by-step instructions for establishing, editing, and deleting fee dimensions, including entering details such as dimension name and code. Default dimensions are included, and users have options to manage dimensions by adding, editing, or making them inactive. The document also specifies that dimensions cannot be deleted if they are actively used in the system.
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CCH Practice Management
Edit Dimensions on Purchase Invoices
This document outlines the process for editing Dimensions assigned to Nominal Codes within the Purchase Invoice screen. It specifies that editable Nominal Codes are displayed as hyperlinks. Users can modify these Dimensions by locating the relevant Nominal in the invoice, and then using the keyboard shortcut CTRL + Click to access the "Choose Dimensions" dialog for editing. An accompanying image illustrates the Purchase Invoice interface.
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Twinfield
Balance Sheet and Profit & Loss
This document outlines the procedure for managing the Balance Sheet and Profit & Loss accounts using nominal coding in financial reporting. It provides instructions for selecting financial dimensions, entering data into code and name fields, and linking cost centres to nominal codes. Specific steps include setting further analysis to 'Yes' and selecting cost centre types. Additionally, the document includes visual aids to assist with the process.
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Twinfield
Accounts Payable
This document provides a step-by-step guide on managing suppliers in the Accounts Payable section of a software system. It details how to input supplier information, including static details like addresses and VAT numbers, and adjust payment conditions. The guide includes instructions for sending electronic remittance advices, saving supplier information, and options for payment methods. Additionally, a video link is provided for further training on supplier management.
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Twinfield
Accounts Receiveable
The document provides guidance on managing customer information within the Accounts Receivable module. It details how to input static data such as address, VAT number, and banking details, highlighting the steps to create a new customer account, including setting reminder preferences for payment and credit management. Key options for generating reminders, including email and PDF storage settings, are explained, alongside adjustments for payment conditions. The process concludes with a reminder to save changes.
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