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Steps to setup a new dimension in analytical accounting

Here's a quick step by step guide on setting up a "dimension" in the Dynamics GP Analytical accounting module:

1.   Setup an accounting dimension.

Go to Cards > Financial > Analytical Accounting > Transaction Dimension.

2.   Setup an accounting dimension code.

Go to Cards > Financial > Analytical Accounting > Transaction Dimension Code.  

3.   Setup an accounting class.

Go to Cards > Financial > Analytical Accounting > Accounting Class.

4.   Select the accounts you want to include in your accounting class.

Go to Cards > Financial > Analytical Accounting > Accounting Class Link.

5.   Grant the appropriate users the right to use your new accounting dimension codes.

Go to Tools  > Setup  > Company  > Analytical Accounting > User Access.
You must grant access to each user who needs to be able to use your new codes.



You should now be able to enter a transaction and if in the distributions for the transaction you pick a general ledger account that you have configured to use Analytical Accounting in step 4 above, then the Analytical Accounting window should automatically pop up.