Availability note
Some dimension switches only become available when the matching Sage Intacct integration is connected.
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Settings / Organization Settings
Manage Sage Dimensions in Truewind
Use current Organization Settings to control which Sage-backed dimensions are available in categorization workflows.
Workflow
Setup workflow
Step 1
Open Organization Settings
Go to Organization Settings from the main app navigation.
Step 2
Open the Bank Transactions settings tab
In the Organization Settings sidebar, choose Bank Transactions to reveal the current categorization settings.
Step 3
Review the dimension toggles
In Categorization Dimensions, review the available switches for Class, Department, Location, Project, and other supported dimensions.
Step 4
Enable the Sage dimensions you need
Turn on the Sage-backed dimensions your team wants available for categorization and let the setting save.
Step 5
Verify the dimensions appear where needed
Return to the relevant transaction workflow and confirm the enabled dimensions are now available for categorization.
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