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Finance | Project Operations, Human Resources, ...
Answered

Financial dimension of the Offset account

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Posted on by 137

Dears

I hope all of you are doing well.

I have added my banks and for each bank I have added its financial dimension as a default values, so currently, each bank has its dimensions in the bank card.

but when I tried to add a new transaction in the general journal entry, the account field feeds the offset account with its dimension, so if I add an expense and identified the dimension to this account, then I went to add the bank as an offset account I found the dimensions of the account have overridden the default dimension of the offset account which is the (bank)

although I have identified the dimension of the bank before in its card

I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    19,856 Most Valuable Professional on at

    Hi,

    I've had created ticket to Microsoft before and it was replied as it is by design but it was via versa, account was overriding the offsett account.

  • Karim Elshafie Profile Picture
    137 on at

    so, we can consider it as system behave? or as standard option and no way to fix it?

  • Verified answer
    BillurSamdancioglu Profile Picture
    19,856 Most Valuable Professional on at

    Probably but I would offer to create a Microsoft ticket for that if you are sure there is no customization for that while first thing to be asked is if you have any customization and if you tried in a standard environment.

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    Have you tried adding the bank account as the account and the Ledger account as the offset?

  • Karim Elshafie Profile Picture
    137 on at

    actually, i prefer to use the standard entry way.

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