Velixo functions for retrieving account balances for Sage Intacct, such as SI.TURNOVER or SI.CLOSINGBALANCE, support showing only that part of the balance that corresponds to a particular analytical dimension value, for example, a certain department, vendor, or customer.

To filter by dimension, you need to use the Dimensions argument of the balance function. For user-defined dimensions there is a separate argument: UserDefinedDimensions, which works in the same way.

The value of the dimension argument should be a two-column Excel range, where the first column contains the name of the dimension, and the second column contains a list of semicolon-separated dimension values.

Example dimension filter:

Department

150

Customer

10003;10004

By specifying such an Excel range to the SI.TURNOVER function, you will be able to see only the turnover amounts:

  • where the company department associated with the transaction is "150",

  • and the customer record associated with the transaction is either 10003 or 10004.

⚠️ Note that Sage Intacct expects the ID of a record, not its Name, in the filter. For example, if there is a customer record with ID "10003" and the name "Uplift Services", you will need to specify "10003" in the dimension filter.

Supported dimensions

The supported dimension names for the Dimensions argument are as follows. Each row in the below table corresponds to a dimension:

  • Department

  • Employee

    • Both employee IDs and employee group IDs are supported as values.

  • Employee type

    • ⚠️ Do not use if Employee is set

  • Customer

    • Both customer IDs and customer group IDs are supported as values.

  • Customer type

    • ⚠️ Do not use if Customer is set.

  • Vendor

    • Both vendor IDs and vendor group IDs are supported as values.

  • Vendor type

    • ⚠️ Do not use if Vendor is set.

  • Warehouse

    • Both warehouse IDs and warehouse group IDs are supported as values.

  • Project

    • Both project IDs and project group IDs are supported as values.

  • Project type

    • ⚠️ Do not use if Project is set.

  • Task

    • ↖️ Only available if parent Project is set.

  • Cost type

    • ↖️ Only available if parent Task is set.

  • Item

    • Both item IDs and item group IDs are supported as values.

  • Product line

    • ⚠️ Do not use if Item is set.

  • Item class

    • Both class IDs and class group IDs are supported as values.

  • Contract

    • Both contract IDs and contract group IDs are supported as values.

For your convenience, the dimension names are not case-sensitive.

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