Tutorial: Maintain Dimension Data

Goal: Understand how core business data (dimensions like Accounts, Departments, Locations, Tax Rates) is kept accurate and consistent within Zudello.

Accurate dimension data is the backbone of effective document coding, approval routing, and reporting. Dimensions represent the core lists your business uses to categorise transactions – think Chart of Accounts, Department lists, Locations, Projects, Tax Rates, and more. Ensuring this data is consistent between Zudello and your primary financial system (ERP) is crucial.

This guide explains the typical journey of dimension data in Zudello. We'll start by exploring how data is usually synchronized automatically from your integrated ERP system (the preferred method). Then, we'll cover how to view the current dimension lists within Zudello and, finally, discuss the less common scenario of manually editing or inactivating dimension values directly in Zudello when necessary.

Sections:

1. Understanding Dimension Sync with ERP
2. Viewing Dimension Data in Zudello
3. Manually Editing/Inactivating Dimensions (If Necessary)

Let's start by understanding how dimension data typically syncs from your ERP.