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5-Dimensional Transaction is a function that collects expenditure, accounting, cash, bank and budget transactions in a single voucher, developed mainly for accountants to work quickly.

Path:ERP > Finance Accounting > Accounting Transactions > 5-Dimensional Transaction

With this transaction, debit-credit transfer between accounts is performed.

For example; A "Tax Payment" transaction is requested. This transaction must make both a Banking Transaction and an Accounting Transaction. This process can be easily done on a single screen from the 5-Dimensional Transaction page.

After filling in the information in the upper field such as operation type, process, description, transfer transaction information is entered in the field below.

One of the accounts to be entered here will be the creditor and the other will be the debtor. After selecting the account type in the Debit and Credit fields, the remaining fields must be filled optionally.

The column next to it will be shaped depending on the selection you have made in the Account Type field.

When Expense/Income is selected, Cost Center, Expense Item and Accounting Code popups will open.
When Bank is selected, Bank Accounts. selectbox appears.
When Cash is selected, the selectbox where defined Cashes can be selected appears.
When Current is selected, the Member popup appears.
When Accounting is selected, the Accounting Code popup appears. income.

For example; Debit and Credit line is opened for tax payment transaction. In the debit line, "Account Type" Accounting is selected. Since the accounting transaction will be made, no selection is made in the account field. Then, a description is entered and the account to be debited is selected in the "Accounting Code" field. The amount to be paid is written down. In the credit line, the account to which the tax will be paid is selected. When you select the bank, the relevant bank is selected in the "Account" field and after entering the description, the amount is written and the transaction is recorded.

If the transaction is related to a project, you can select it from the "Project" field.

After the registration process is completed, the system will automatically create Accounting Slip and record it inBank Transactions.

On the update screen of the accounting voucher transfer transaction, click on the marked icon at the top right.

The record placed in Bank Transactions You can check it from the ERP > Finance Accounting > Bank > Bank Transactions page.

XML Settings

XML Settings determine page-specific working rules.

5 While on the Dimensional Operation screen, you can access the It consists of a total of 38 areas. The number of the row you want to appear first is written first.

Debit/Credit, Account Type and Account columns are standard and their locations are is not changed.

No	COLUMN	DESCRIPTION
1	Date	Document retains its historical value.
2	Explanation	Explanation of expenditure incurred or income received
3	Cost Center	Selecting the Cost/Revenue center
4	Expense Item	This is the expense item selection field.
5	Accounting Code	The accounting code of the Expense Item appears automatically. It can be changed later.
6	Product	Product popup page.
7	Unit	It is the unit type of the product. (Example: Piece, kg, meter etc.)
8	Quantity	Product quantity indicates.
9	Amount	It is the unit price of the product.
10	VAT %	VAT values.
11	SCT%	SCT values amount.
12	VAT	VAT amount
13	SCT	SCT amount field.
14	General Total	It is the sum of the total amount of the product and the total amount of VAT.
15	Currency	Currency
16	General Foreign Exchange Total	Calculated according to the exchange rate in the currency field of the Grand Total amount.
17	Activity Type	Activity type of the transaction performed is the field.
18	Work Group	The work group information of the performed operation is kept. is the field.
19	Job	where job information regarding the performed transaction is kept.
20	Opportunity	Opportunity of the action taken
21	Project	Project information regarding the process performed
22	Subscriber	Subscriber information regarding the transaction performed
23	Spender	Information of the person who made the expenditure amount.
24	Physical Asset	Physical asset information of the line of the transaction performed. amount.
26	Tax Code	Tax code is kept is the field.
27	Foreign Currency Amount	Foreign currency amount information is kept.
28	Foreign Exchange	Forex information is kept
29	Discount %	Discount percentage information is kept. is the field.
30	Amount	Amount information is available is the field.
31	Discount	Discount information is kept.
32	BSMV Rate	BSMV values amount.
33	BSMV Amount	BSMV amount
34	BSMV Foreign Exchange	BSMV's foreign currency equivalent comes from is the area.
35	OIV Ratio	OIV values amount.
36	OIV Amount	OIV amount
37	Withholding Rate	Withholding values amount.
38	Withholding Amount	Withholding amount

Columns without written numbers will not be displayed in the list. (2,8,9,12,13,14,15,16,27) fields must be displayed as mandatory.

2 - Number of Rounding of Amounts in Rows

Specifies the number of decimal places that will appear for the amounts in the rows.

3 - Rounding of Amounts in the Grand Total Field. Number

Specifies the number of decimal places that will appear in the calculated amounts in the grand total field.

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About Workcube Objects

5 Dimension Transaction

5D transaction is a function that collects expenditure, accounting, cash, bank and budget transactions in a single slip, developed mainly for accountants to work quickly.

Type: WBO Version: Holistic v2 Licence: Standard Author: Workcube Core