Dimensions and tags: how do I choose between them?

Since the long-awaited and welcome release of financial tags in 10.0.32, and ongoing improvements, the new omnipresent question that now appears on every project is: should we use a financial dimension or a financial tag?

For this post, I’ve made an infographic and a streamlined version of the comparison table. Please feel free to use them to help your decision-making process, but always refer to wider documentation and your Microsoft partner/contract experts for guidance.

One at a time… batch posting journals across entities?

Imagine having hundreds of journal lines to import that need posting across multiple legal entities. Now imagine having to log into each legal entity one-by-one, to post the journal lines for each entity.

Clearly that is unacceptable for anything over a couple of lines and/or legal entities!

Until relatively recently, it was only possible to create a Global general journal, i.e. a General journal for another legal entity, within the current/active legal entity.

A relatively new piece of functionality now allows you to post Global general journals in batch.