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Section 2: Viewing Dimension Data in Zudello

You can view the current list of values for any dimension directly within Zudello's settings area. This is useful for verifying synced data or understanding available coding options.

Steps:

  1. Navigate to Settings:
    • Click the company menu (top right) > Settings.
  2. Locate Dimensions: Scroll down the left sidebar to the "Team Data" (or similarly named) section where dimensions are listed (e.g., Accounts, Departments, Locations, Tax Rates).
  3. Select Dimension: Click on the name of the dimension you want to view (e.g., click Departments).
  4. Review Values: A table displays the current values for that dimension. You can typically see:
    • Code: The unique code for the dimension value (often synced from the ERP).
    • Name: The descriptive name of the value.
    • Status: Whether the value is Active (available for selection on documents) or Inactive.
    • Other relevant fields specific to the dimension.
  5. Use Search/Filters: Use the search bar or column filters to find specific dimension values within the list.

What Happens Next?

You can now view the dimension data currently active in Zudello. In rare cases where data isn't synced from an ERP or specific fields need adjustment only in Zudello, you might need to edit manually.

Next Section: Manually Editing/Inactivating Dimensions (If Necessary)

Related How-To Guides:

title: Section 2 - Viewing Dimension Data description: Learn how to access and view the lists of dimension values (e.g., accounts, departments) within Zudello settings. slug: /product-guide/data-manager/maintain-dimensions/section-2-view-dimensions sidebar_label: 2. View Dimensions​

Section 2: Viewing Dimension Data in Zudello

You can view the current list of values for any dimension directly within Zudello's settings area. This is useful for verifying synced data or understanding available coding options.

Steps:

  1. Navigate to Settings:
    • Click the company menu (top right) > Settings.
  2. Locate Dimensions: Scroll down the left sidebar to the "Team Data" (or similarly named) section where dimensions are listed (e.g., Accounts, Departments, Locations, Tax Rates).
  3. Select Dimension: Click on the name of the dimension you want to view (e.g., click Departments).
  4. Review Values: A table displays the current values for that dimension. You can typically see:
    • Code: The unique code for the dimension value (often synced from the ERP).
    • Name: The descriptive name of the value.
    • Status: Whether the value is Active (available for selection on documents) or Inactive.
    • Other relevant fields specific to the dimension.
  5. Use Search/Filters: Use the search bar or column filters to find specific dimension values within the list.

What Happens Next?

You can now view the dimension data currently active in Zudello. In rare cases where data isn't synced from an ERP or specific fields need adjustment only in Zudello, you might need to edit manually.

Next Section: Manually Editing/Inactivating Dimensions (If Necessary)

Related How-To Guides: