Introduction
Configuring your System Tab in Dimensions is essential; here you control the business' database and implement a structure, ranging from user management, individual ledger setup, email setup, templates and more.
Below you'll find the links to each webinar in the System Tab Series, including a timestamp so you can jump to the part you'd like to see!
5:25 – Overview of User Records: Including Report Locations & Email Setup.
10:08 – Overview of Security Profiles: Including Permissions, Adding Users & Additional Options.
18:03 – Tips & Tricks: Including Making Users Inactive & Master Status.
6:00 – Overview of Company: Populating Details & Addresses, Setting Defaults & Company Snapshot.
8:10 – Tips & Tricks: Snapshot Settings – Including Chase, Cashflow & Changes.
11:05 – Overview of Email Templates: Creating Email Templates.
12:41 – Tips & Tricks: Email Templates – Create Defaults by Customer.
13:54 – Overview of System Control Options.
14:05 – System Control Options: Records.
17:03 – System Control Options: Transactions.
20:45 – System Control Options: Documents.
26:06 – System Control Options: Ageing Method.
27:38 – System Control Options: System Format.
28:10 – Tips & Tricks: Email Configuration – SMTP Setup.
30:42 – Tips & Tricks: Transaction Enquiries – Grouping by Year ID.
31:10 – System Control Options: Ledger Defaults.
32:12 – Tips & Tricks: Working Periods – Soft Close Period Ends.
35:05 – System Control Options: Sub Ledger.
5:05 – Overview of Currency: Including Currencies, Defaults, Multi-Currency & Rate Maintenance.
8:25 – Creating Currencies.
7:20 – Tips & Tricks: Enabling ‘Any Currency’ for Customers & Suppliers.
10:35 – Tips & Tricks: Revaluing Debtors & Creditors.
12:45 – Rate Maintenance.
14:20 – Tips & Tricks: Using Date Sensitive Rates.
17:40 – Overview of VAT: Including VAT Rates, Creating VAT Codes & VAT Return.
18:00 – VAT Rates: System Default VAT Rates & Codes.
18:41 – VAT Rates: Creating a New VAT Rate & Code.
22:00 – VAT Return: How VAT Codes Update the VAT Return.
6:00 – Changing the Menu Layout Style.
7:02 – Recap: Company.
9:00 – Tips & Tricks: Changes Report.
10:40 – Recap: Email Templates.
14:05 – Recap: VAT Rates & Codes.
16:03 – Recap: Currency & Rate Maintenance.
17:40 – Recap: User Records.
24:02 – Recap: Security Profiles.
28:57 – Recap: System Control Options.
35:50 – Q&A (Live when delivered).
Top 5 Questions & Answers
‘Can you set the email template as a default so you don’t have to change every customer’s details?’ Yes – you can set an email template as a default under the email templates function in the system tab as well as under each customer record’s ‘document settings’. This is demonstrated in Webinar 2.
‘How do we know how many invoices we have processed?’ By navigating to the System Tab, Options, System Control Options and then Documents, you can view the number of documents you have processed in your system. This sequence begins from the initial database configuration. However, it is possible to manually override this – so it is best to check with a system administrator first!
‘If you raise sales invoices in GBP but receive in EUR, should you select GBP and any currency as opposed to EUR and any currency?’ If your Customer or Supplier is of EUR Currency then you would set them to EUR and Any Currency. When raising invoices the Net & VAT calculate in GBP whereas your Gross converts to EUR.
‘How can we view changes in our system?’ There is a report available that can provide information on certain changes within Access Dimensions. Covered in Webinar 2 of the series, under the Company Info you can display the Company Snapshot. Here you can produce a Changes Report, tailoring the information displayed to whatever you’re looking for within the available options.
‘Can you restrict access for users to streamline processes?’ Yes, this is possible by amending the settings against the individual security profiles. More information on this is covered in Webinar 1.