ERP - Core

Dimensions Cloud

User Guides

An overview of the Action Panel, explaining how to access it from enquiry screens, navigate to different areas of the system, and detailing the Actions, Notes, and Documents tabs available…

Access the Action Panel from all records and enquiries

A guide to removing default and applied filters from the Advanced Filter panel across enquiry and record list screens, including how to display both batched and posted transactions.

Remove filters and default filters from the Advanced Filter panel

Save your searches or filters

A guide to using the Advanced Filter panel to customise, apply, and save search criteria across enquiries and record list.

Use the Advanced Filter panel

A guide to configuring columns across enquiry and record list screens, covering how to add, remove, and reorder columns using both the mouse and keyboard.

Configure Columns and fields for all enquiries and record lists

A guide to adding and editing notes against transactions and records using the Notes tab within the Action Panel.

Create and edit notes for transactions on all enquiries and record lists

Search or filter on the displayed columns

Use the search field on the top of record list and enquiry screens

How to use the date filters and meaning of the different options

Action Panel, filters, configure columns, save searches

Shared Features and Functionality Across Multiple Modules

An overview of the Customer Records screen, covering how to navigate, search, filter, and access customer data and related transactions

The Customer Records screen

A step-by-step guide to creating a new customer record, including an overview of the Details, Terms, Settings, and Custom tabs

Create a customer record

A guide to completing the Details tab when creating or editing a customer record, covering the Summary, Preferred Contact Details, and Sort Keys sections.

Populate the Details tab for a customer record

A guide to completing the Terms tab on a customer record, covering how to set and manage trading terms including discounts, delivery charges, credit limits, and payment due dates.

Populate the Terms tab for a customer record

A guide to completing the Settings tab on a customer record, covering transaction defaults, VAT types, bank details, direct debits, and additional configuration options such as, Head Office, and email…

Populate the Settings tab for a customer record

A guide to populating the Custom tab on a customer record, covering the four custom field groups and how to add or update custom fields for new and existing customers.

Populate the Custom tab for a customer record

A guide to setting up an any currency customer, covering the steps for Home, EU, and Non-EU VAT types.

Create an any currency customer

A guide to creating a currency customer in Dimensions Cloud, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency customers.

Create a currency customer

An overview of the Turnover Analysis tab on a customer record, explaining how period values are calculated and how to filter the Sales Transactions enquiry to match the turnover figures.

Customer Turnover Analysis explained

A guide to the different ways to search for customer records, covering column filters, the quick search field, and the Advanced Filter panel.

Search for a customer record

A guide to editing an existing customer record by accessing it via the Code or Name hyperlink and updating the relevant fields.

Edit a customer record

A guide to deleting one or more unused customer records, including the restriction that prevents deletion if the customer has been used in a transaction.

Delete an existing customer record

A guide to setting a customer record as inactive, including the conditions that must be met before a customer can be deactivated.

Set a customer to be inactive

A guide to adding credit control notes to an existing customer record via the Credit Control Notes tab.

Add a new credit control note for an existing customer

A guide to setting up a head office account, enabling a group of customers to place orders independently whilst being invoiced through a single head office customer record.

Set a customer to be head office

A guide to linking a sub office customer to a head office account to establish a trading group relationship.

Set up a head office and sub office relationship

A guide to managing customer addresses, covering how to add new addresses and set invoice, statement, delivery, and default delivery address types.

Add multiple addresses for a customer

A guide to customising the columns on the Customer Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.

Customise the displayed columns for the Customer Record List

A guide to managing documents against customer records, covering how to upload, view, preview, download, and delete documents from the Documents tab.

View, upload, download, preview, and delete documents for customers in Debtors

A guide to creating, editing, and deleting tasks and notes against customer records using the Action Panel.

Create, edit, and delete tasks and notes for customers

A guide to creating and managing sort keys on customer records, enabling more flexible searching and reporting.

Configure sort keys on the Details tab of a customer record

A guide to setting up a contra relationship between a customer and supplier record, allowing outstanding balances to be offset against each other.

Set up a customer and supplier relationship

Access the Sales Transactions Enquiry directly from a customer

Everything you need to know about customers

An overview of the Sales Transactions Enquiry screen, covering how to navigate, search, filter, and access transaction details and related actions for your customers.

The Sales Transactions Enquiry screen

An overview of the Sales Analysis Transactions Enquiry screen, explaining how to view and filter transactions posted to specific analysis records within the sales ledger.

The Sales Analysis Transactions Enquiry screen

An overview of the Aged Debt Enquiry screen, covering how to access it directly from the Debtors module or from a specific customer record, and how aged transactions are displayed…

The Aged Debt Enquiry screen

An overview of valid sales analysis codes, covering their dual purpose for nominal ledger posting and sales analysis, default VAT and nominal account assignments, and the restrictions applied once an…

Valid sales analysis codes

A guide to managing documents against sales ledger transactions, covering how to upload, view, preview, download, and delete documents from the Documents tab.

View, upload, download, preview, and delete documents for Debtors transactions

Everything you need to know about Debtors Enquiries

An overview of the Supplier Records screen, covering how to navigate, search, filter, and access supplier data and related purchase transactions.

The Supplier Records screen

A step-by-step guide to creating a new supplier record, including an overview of the Details, Terms, Settings, and Custom tabs.

Create a supplier record

A guide to completing the Details tab when creating or editing a supplier record, covering the Summary, Preferred Contact Details, and Sort Keys sections.

Populate the Details tab for a supplier record

A guide to completing the Terms tab on a supplier record, covering how to set and manage trading terms including discounts, delivery charges, credit limits, and payment due dates.

Populate the Terms tab for a supplier record

A guide to completing the Settings tab on a supplier record, covering transaction defaults, VAT types, bank details, and additional configuration options such as EDI, email templates, and contra settings.

Populate the Settings tab for a supplier record

A guide to capturing additional information on a supplier record using the four custom field groups available on the Custom tab.

Populate the Custom tab for a supplier record

A guide to setting up an any currency supplier, enabling transactions to be processed in any currency held within your database.

Create an any currency supplier

A guide to creating a currency supplier, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency suppliers.

Create a currency supplier

An overview of the Turnover Analysis tab on a supplier record, explaining how period values are calculated and how to filter the Purchase Transactions enquiry to match the turnover figures.

Supplier Turnover Analysis explained

A guide to the different ways to search for supplier records, covering column filters, the quick search field, and the Advanced Filter panel.

Search for a supplier record

A guide to editing an existing supplier record by accessing it via the Code or Name hyperlink and updating the relevant fields.

Edit a supplier record

A guide to deleting one or more unused supplier records, including the restriction that prevents deletion if the supplier has been used in a transaction.

Delete supplier records

A guide to managing supplier addresses, covering how to add new addresses and set order, remittance, statement, delivery, and default delivery address types.

Add multiple addresses for a supplier

A guide to customising the columns on the Supplier Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.

Customise the displayed columns for the Supplier Record List

A guide to managing documents against supplier records, covering how to upload, view, preview, download, and delete documents from the Documents tab.

View, upload, download, preview, and delete documents for suppliers in Creditors

A guide to creating, editing, and deleting tasks and notes against supplier records using the Action Pa

Create, edit and delete tasks and notes for suppliers

A guide to creating and managing sort keys on supplier records, enabling more flexible searching and reporting.

Configure sort keys on the Details tab of a supplier record

A guide to setting up a contra relationship between a supplier and customer record, allowing outstanding balances to be offset against each other.

Set up a supplier and customer relationship

Everything you need to know about Creditors Suppliers

An overview of the Purchase Transactions Enquiry screen, covering how to navigate, search, filter, and access transaction details and related actions for your suppliers.

The Purchase Transactions Enquiry screen

An overview of the Purchase Analysis Transactions Enquiry screen, explaining how to view and filter transactions posted to specific analysis records within the purchase ledger.

The Purchase Analysis Transactions Enquiry screen

An overview of the Aged Credit Enquiry screen, covering how to access it directly from the Creditors module or from a specific supplier record, and how aged transactions are displayed…

The Aged Credit Enquiry screen

An overview of valid purchase analysis codes, covering their dual purpose for nominal ledger posting and purchase analysis, default VAT and nominal account assignments, and the restrictions applied once an…

Valid purchase analysis codes

View, upload, download, preview, and delete documents for Creditors transactions

Everything you need to know about the Creditors Enquiries  

An overview of the Nominal Accounts screen in the Financials module, covering how to navigate, search, filter, and access nominal account records and related actions.

The Nominal Accounts screen

A step-by-step guide to creating a new nominal account, including an overview of the Details, Settings, and Custom tabs.

Create a nominal account

A guide to completing the Details tab when creating or editing a nominal account record, covering the Summary and Category sections.

Populate the Details Tab for a nominal account record

A guide to completing the Settings tab for a nominal account record, covering reporting codes, P&L year end codes, inactive status, and budget settings.

Populate the Settings tab for a nominal account record

A guide to capturing additional information on a nominal account record using the four custom field groups available on the Custom tab.

Populate the Custom tab for a nominal account record

A guide to the different ways to search for nominal account records, covering column filters, the quick search field, and the Advanced Filter panel.

Search for a nominal account

A guide to editing an existing nominal account by accessing it via the Nominal Code or Account Name hyperlink and updating the relevant fields.

Edit a nominal account

A guide to deleting nominal accounts, including the conditions and restrictions that must be met before a nominal account can be removed.

Delete nominal accounts

A guide to setting a nominal account as inactive, including the conditions that must be met before an account can be deactivated.

Set a nominal account to be inactive

An overview of major headings in the Financials module, explaining how they classify nominal accounts as either Profit and Loss or Balance Sheet types and their role in financial reporting.

Major Headings explained

All information you need on your nominal accounts

Everything you need to know about Nominal Accounts

An overview of the Nominal Transactions Enquiry screen, covering how to navigate, search, filter, and access transaction details across all ledgers.

The Nominal Transactions Enquiry screen

An overview of the Profit and Loss Summary Enquiry screen, explaining how revenues and expenses are displayed by major heading and how key financial metrics such as gross profit, net…

The Profit and Loss Summary Enquiry screen

An overview of the Profit and Loss Summary All Periods Enquiry screen, explaining how to view and compare actual, budgeted, and forecasted performance across all periods within a financial year.

The Profit and Loss Summary All Periods Enquiry screen

An overview of the Profit and Loss Summary Comparison Enquiry screen, explaining how to compare actual, forecast, budget, and prior year turnover figures grouped by major heading.

The Profit and Loss Summary Comparison Enquiry screen

An overview of the Balance Sheet Enquiry screen, explaining how assets and liabilities are displayed by major heading and how key financial positions such as net assets and capital employed…

The Balance Sheet Enquiry screen

An overview of the Trial Balance Summary Enquiry screen, explaining how debit and credit balances are displayed across all major headings to help identify accounting errors.

The Trial Balance Summary Enquiry screen

An overview of the Not For Profit Summary Enquiry screen, explaining how income and expenditure are displayed by major heading and how key metrics such as net movement in funds…

The Not For Profit Summary Enquiry screen

An overview of the Not For Profit Summary All Periods Enquiry screen, explaining how to view and compare actual, budgeted, and forecasted performance across all periods within a financial year.

The Not For Profit Summary All Periods Enquiry screen

An overview of the Not For Profit Summary Comparison Enquiry screen, explaining how to compare actual, forecast, budget, and prior year figures grouped by major heading.

The Not For Profit Summary Comparison Enquiry screen

View, upload, download, preview and delete documents for a nominal transaction

Everything you need to know about the Financials Enquiries

An overview of the Outstanding Sales Orders Enquiry screen, covering how to access it from the Debtors, Selling, and Costing modules or directly from a customer record, and how to…

The Outstanding Sales Order Enquiry screen

An overview of the Sales Order Delivery History Enquiry screen, covering how to access partial and full delivery history for customers from the Debtors and Selling modules or directly from…

The Sales Order Delivery History Enquiry screen

Everything you need to know about the Selling Module

An overview of the Outstanding Purchase Orders Enquiry screen, covering how to access it from the Creditors, Purchasing, and Costing modules or directly from a supplier record, and how to…

The Outstanding Purchase Order Enquiry screen

An overview of the Purchase Order Delivery History Enquiry screen, covering how to access partial and full goods receipt history for suppliers from the Creditors and Purchasing modules or directly…

The Purchase Order Delivery History

Everything you need to know about the Purchasing Module

An overview of the Costing Transactions Enquiry screen, covering how to view, group, filter, and navigate actual sales and cost transactions for projects and cost centres.

The Costing Transactions Enquiry screen

Costing, selling and purchasing enquiries

Everything you need to know about the Costing Module

An overview of Access Evo, explaining its key benefits as an AI-enhanced evolution of Access Workspace and how its three-tier security model keeps your data safe and secure.

Overview of Access Evo

An overview of Copilot, an AI assistant within Access Evo that helps you complete tasks, conduct research, and interact naturally using advanced language processing, including an explanation of Evo Skills.

Overview of Copilot

A guide to accessing Copilot on the Evo platform, selecting an Evo Skill, and starting a conversation using suggested or custom queries.

How to access and start a Copilot conversation

An overview of Copilot's key features, covering topic history, full screen mode, chart generation, and how to switch between Evo Skills mid-conversation.

Copilot key features

A guide to the Database Selector feature in the Access Dimensions Cloud Copilot Skill, explaining how to switch between databases during a conversation for more accurate and flexible querying.

Select a Database in Copilot Skills

A reference guide to the natural language queries you can use with Copilot to retrieve and analyse customer records and sales transactions from the Debtors module.

Questions you can ask Copilot about the Debtors module

A reference guide to the natural language queries you can use with Copilot to retrieve and analyse financial information from the Financials module.

Questions you can ask Copilot about the Creditors module

Questions you can ask Copilot about the Financials module

A reference guide to the natural language queries you can use with Copilot to retrieve and analyse outstanding sales orders and purchase orders from Access Dimensions Cloud.

Questions you can ask Copilot about the Selling and Purchasing Enquiries

A guide to downloading and using the Access Evo mobile app, covering how to log in, select an organisation, and access Copilot features on iOS and Android devices.

Download and use Access Evo Mobile on your phone

A guide for administrators on how to enable or disable Copilot and Feed features for individual users within the Access Evo platform.