How to add a new description for an account code level

To add a new description/code:

1. Go to Consolidation Manager → Setup → Levels.
2. Click define levels next to the level you want to edit.
   
   
   To add a new code: (image below)

• Click New Record (top left)
• Enter the description and code.
• Submit
  
  To edit an existing code: (image below)

• Use Quick Find (right) to search for an existing code.
• Find and select the code you want to change and click Find Level.
• Under Level Information, edit the existing code and submit. 
  

Note: You can run a report that shows all of the current dimension codes:

Go to Consolidation Manager → Reports → Lists → Account Dimension Codes

Updated September 01, 2023 15:29