AssetAccountant syncs with all Sage Intacct Dimensions, including User-Defined Dimensions.
In AssetAccountant we call these Classifications, which you can find in Register Settings -> Classifications.
We recommend that you sync with Sage Dimensions prior to creating any Classifications manually, as this syncing process will automatically create Classifications in AssetAccountant.
Connecting AssetAccountant Classification to Sage Intacct Dimensions
- In your register settings select the Classifications tab, you will see any existing classifications you have already set. As well as the option to Sync with Sage Intacct Dimensions.
- Select the option to Sync with Sage Intacct Dimensions.
- In the first form, you are given the option to select which sage Dimensions you would like to create as new, or sync with existing AssetAccountant Classifications.
- The following form/s give you the option to select which values you would like to create new or map to existing for each Classification/ Dimension you are syncing.
- Click next to save your selection until you reach the summary page.
This will show you what Dimensions you are creating or mapping to Classifications as well as the values for each Classification.
WARNING: Be mindful when mapping classifications/dimensions.
Errors can occur when you create two classifications for the same location. This could occur if you add a new asset from Sage (selecting to create a classification to match the Sage dimension) and also manually create the same classification in AssetAccountant. Only one will be mapped to a Sage dimension.
Unmapped classifications will appear in your mapping list. This creates a very messy situation open to issues with synching and posting journals.
We highly recommend a cleanup. Please select just one classification that is mapped to one dimension and delete other unmapped classifications. Please note also that when you are setting up the mappings you are able to edit the default description to a preferred description.