What's new?
We're excited to announce the release of Dimensions Cloud 3.0. This release marks the introduction of the next generation of screens for our Dimensions users, bringing an intuitive interface and powerful features to enhance your user experience and streamline your workflow.
Included in this release are the following modules:
Debtors
Creditors
Financials
Selling
Purchasing
Costing
Dimensions Cloud 3.0 screens and key features
The new screens are focused on delivering an improved workflow and experience across each screen. This bundle of our Dimensions Cloud screens includes:
Debtors Module
Customers
Sales Transaction enquiry
Sales Analysis Transactions enquiry
Aged Debt enquiry
Outstanding Sales Orders enquiry
Sales Order Preview Delivery History enquiry
Creditors Module
Suppliers
Purchase Transactions enquiry
Purchase Analysis Transactions enquiry
Aged Credit enquiry
Outstanding Purchase Orders
Purchase Order Preview Delivery History enquiry
Financials Module
Nominal Transactions
Balance Sheet enquiry
Trial Balance Summary enquiry
P&L Summary, P&L Summary (All periods), P&L Summary (Comparison) enquiries
NFP Summary, NFP Summary (All Periods), NFP Summary (Comparison) enquiries
Selling Module
Outstanding Orders enquiry
Purchasing Module
Outstanding Orders enquiry
Costing Module
Costing Transactions enquiry
Outstanding Sales Orders enquiry
Outstanding Purchase Orders enquiry
Customers
This initial release introduces a comprehensive set of features and functionalities aimed at providing you with robust customer management capabilities.
From the customer screen, you're able to do actions such as:
Have an overview of your customer records.
Create a new customer record.
Delete an existing customer record.
Update/ Edit an existing customer record.
Search through the existing customer records.
Access different enquiry screens related to a specific customer record.
Configure the overview grid.
Export customer records to Excel.
Note: Access to the Customer Records screen, including the ability to create new customer records and edit existing ones, is only available to users who have specific permissions for the Customers module in the Dimensions security profile, for now.
Suppliers
This initial release introduces a comprehensive set of features and functionalities aimed at providing you with robust supplier management capabilities.
From the supplier screen, you're able to do actions such as:
Have an overview of your supplier records.
Create a new supplier record.
Delete an existing supplier record.
Update/ Edit an existing supplier record.
Search through the existing supplier records.
Access different enquiry screens related to a specific supplier record.
Configure the overview grid.
Export supplier records to Excel.
Note: Access to the Supplier Records screen, including the ability to create new supplier records and edit existing ones, is only available to users who have specific permissions for the Customers module in the Dimensions security profile, for now.
Enquiries
We've designed the enquiries screen with a modern style grid and action panel. The enquiries screens in this release are:
Debtors Module
Sales Transaction, Sales Analysis Transactions, Aged Debt, Outstanding Sales Orders, Sales Order Preview Delivery History.
Creditors Module
Purchase Transactions, Purchase Analysis Transactions, Aged Credit, O/S Purchase Orders, Purchase Order Preview Delivery History.
Financials Module
Nominal Transactions, Balance Sheet, Trial Balance Summary, NFP Summary, NFP Summary (All Periods), NFP Summary (Comparison)
Selling Module
Outstanding Orders.
Purchasing Module
Outstanding Orders.
Costing Module
Costing Transactions, Outstanding Sales Orders, Outstanding Purchase Orders.
Key features of the enquiry screens
Key feature | Description |
Uniform design and Workflow | All enquiry screens follow a consistent design and workflow, enhancing user experience and ensuring consistency throughout. |
Advanced filtering | You can apply advanced filters to refine search results based on specific criteria. |
Saved filters | Conveniently save frequently used filters for quick access to tailored data views |
Search functionality | Utilises the search option to quickly locate specific records. |
Customisation of columns | Tailors the display of information by customising the column visibility and order according to individual preferences. |
Sortable column | Easily sort data in ascending or descending order based on a specific column. |
Column-based filtering | Filters data by column headers to narrow down search results. |
Selected Totals Display | Selected totals of the selected columns are displayed on each summary row. |
Group Columns | Easily group columns and access each grouping level from anywhere on the screen, enhancing your workflow and efficiency. |
Pinned Actions | Row selection and Detail actions are now pinned to the left of the screen, for easier reading of the screen. |
Export to Excel | Seamlessly export enquiry results to Excel format for further analysis and reporting. |
You can explore the functionality of the enquiry screens by referring to theuser guides available.
Integrated Document Viewer
Streamlined workflow between Dimensions Cloud and Document, providing end users with a single solution from their Finance system. Easily view financial documents from within the product. This centralised access eliminates the need to download or switch between multiple applications.
Quickly pinpoint documents using the comprehensive search feature allowing easier retrieval of documents, ensuring they can find the information they need quickly.
View document previews within Dimensions without the need to download multiple documents to find the correct one.
Dimensions Cloud 3.0 Digital Assistant
The Digital Assistant feature includes short walkthroughs and provides direct access to help articles or user guides for all your screens.
For more information on the Digital Assistant and how to use it, check outthis guide.
Feedback and Support
Use the following email address to provide direct feedback on the new screens:[email protected]