Topic: Dimensions in Balance Accounts

Is there a way to modify FA so that Dimensions are carried over to balance accounts in all instances?

I need to be able to create department balance sheets (departments = dimensions) as well as profit loss sheets. Profit loss works fine, but not balance sheets.

Re: Dimensions in Balance Accounts

how to use FA in one company with many branches(about 40 branches)
permission to user to login certain branch and at the time reports for all company and separated report foe each branch
if i use dimensions as branches how configure user login and show one branch(dimension)

Re: Dimensions in Balance Accounts

It's a good idea to use the dimension as branches. Though you need to configure more to separate logins for branches. 

Let's say bring the dimension to users table and add the dimensions to related users. And keep the super admin for main branch. And create permissions for branch company access. And customize the dimensions drop down. Like show the dimensions drop down only for admins. Other branch users doesn't see the dimensions drop down. And bring the audit trail log to connect and split the entries as per branches. And also you need to change the references function to use dimensions id in l entries. So you can get the difference as per branch.


While writing it's easy to say. But in programmatic. There are huge changes in the core level to make it work.  But it's definitely workable idea to bring the branches inside one main company. Admin can login and make entries into any branches. But the branch users can login and make entry into one system.

And remember one main factor. If you are making 40 branches and making entries means more concurrent user activity in it everyday. So you need a good server to handle it.  And write each queries carefully to make the system work without load. Maintain regular backup as well.

Re: Dimensions in Balance Accounts

Dimensions just provide a filtered view.

Current FA does not have per branch access control.

Can be a candidate for FA 2.5 and make do with an extension / core mod for now with users / branches stored in a json as sys_prefs records.

@joe: what say you?

Re: Dimensions in Balance Accounts

naserbeshady wrote:

how to use FA in one company with many branches(about 40 branches)
permission to user to login certain branch and at the time reports for all company and separated report foe each branch
if i use dimensions as branches how configure user login and show one branch(dimension)

Without any modifications use a separate company with the branches as companies which will give you some control over reports; per branch and overall.
If necessary then import transactions into main accounts.
This does not resolve user per branch permission though.

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/

Re: Dimensions in Balance Accounts

The balance on dimensions is already implemented in a commit for 2.4. So it will be available in release 2.4.9 that is about to release soon.

Joe

Re: Dimensions in Balance Accounts

Yes Joe. But the issue of segregated logins and customer subsets for FA usage across branches independently too is a subsequent missive here.