SchoolInsight’s Financials system uses fund accounting to keep track of how a school district’s money should be spent. Dimensions essentially act as an organization system, allocating money into different “buckets.”
By default, dimensions are set up to mirror Illinois’s budget requirements. Every transaction requires the first two dimensions, named fund and function by default. Additional dimensions may be used on certain types of transactions.
All dimensions can be viewed at Financials Main > Setup > Dimension Configuration. This page displays some basic information about each dimension, including the code length (defined by the state) and local code length (additional digits that the district may use to lengthen each code), and when each dimension is available for use.
Availability of Dimensions
There are three areas in which most dimensions are optional: Balance Sheet (comprising Assets, Liabilities, and Fund Balance), Revenues, and Expenditures. Fund and Function are always required, but the other dimensions may not always be used.
For example, Object is typically required on Expenditures and not available anywhere else, as in the image below. With these settings, you will not be able to save an expenditure without an object, and you will be unable to add an object to an entry in assets, liabilities, revenues, or fund balance transactions.
If you need to change anything about your dimension configuration, contact your district’s analyst or email email@example.com
View and Create Dimensions
A SchoolInsight Financials analyst will have imported your existing chart of accounts already, but you may need to add new accounts or deactivate old accounts.
To configure your dimensions, use the links under Financials Main > Setup > Dimensions. Go through the pages for Funds, Functions, Objects, Responsibility Centers, etc. to modify each list of dimensions. Many of the dimensions can be expanded using the triangle icon to the left of the code.
Functions and Objects usually exist in a hierarchy; for example, Asset function 110 should be placed within function 100. To place a new dimension within the hierarchy, click the “Create ___” button to the right of the dimension that should be the “parent.” Each page has a Create button at the bottom, which you can use to create a new top-level dimension.
If a given dimension is no longer used, you may Edit the specific dimension to mark it inactive, which hides it from future use without affecting prior uses.