Set up Attribute Value

General Information

• Attributes can be used in reporting and are assigned to accounts
• You can define up to 15 Attributes
  Attribute #1 is System Reserved for the account type

• General Ledger > Maintenance > Attributes
• Select the appropriate ID Type
• Select the Attribute from the drop down list
• Enter the Attribute Position Name (what you want to call the Attribute)
• Check the box if it is Required on the account
• Scroll to the bottom and click in the first box next to the  “*”, when you start typing, a new line will be inserted.
  • Enter the attribute Value and Description and select Active status
• Click Apply if you have more to enter or OK when finished

When adding an account, the attribute values will be available in the drop down list.

Associating an Attribute to a Dimension

• General Ledger > Maintenance > Dimensions
• Select the appropriate ID Type
• Select the Dimension value, “1-Fund”
• Click on the Edit Attribute Association button and the box will open
• Select the Attribute (1-15) that will be associated with the dimension value
  • Remember that you defined if it is required when you defined dimension
  • Note that any Attributes that are already association with a dimension value will be checked but grayed out with the dimension value in parenthesis on the right of the line.
• Click OK when finished
• Click Apply if you have more to enter or OK when finished

If you selected the attribute when you set up the dimension, then when you set up the account, the attributes will automatically be populated.

If an attribute is not required, it can either be added to the dimension or to the account.