Use customized Sage dimensions in draft journal entries

Start with the customized name configured in Sage Intacct by your Sage administrator and synced to Truewind. In this example, Class has been renamed Channel in Sage. If your organization already uses that name, no additional rename is needed.

In Truewind, open Settings → Sage Intacct configuration → Dimensions mapping. Compare Original dimension with Customized dimension to verify the synced name. This table is read-only; it does not rename dimensions or assign workbook values.

A dash means there is no different customized name. Inactive means the dimension is not enabled for the General Ledger in the synced Sage configuration; it does not describe an individual record such as Residential.

Open Settings → Workpaper Agent → Mappings. Filter by the dimension name shown in your organization, or search for a spreadsheet or Sage value.

Compare the spreadsheet column and value with the Sage dimension and value. Here, the spreadsheet column Class, value Residential, maps to Sage dimension Channel, value Residential. Channel names the dimension; Residential is a record within it.

If there is no saved row, continue to Step 4 and resolve the mapping during draft preparation. This settings page manages existing mappings.

If the saved value is already correct, continue to Step 4. To change a future default, an Admin or Accountant can open the row’s update control. In Update organization mapping, use Replacement Sage Intacct value to choose the intended active record. Check both its name and code; Residential — 100 is the example shown. Click Save mapping when the choice is correct.

This changes future mapping decisions. Existing workbook mappings and open drafts are not changed. To correct an existing draft, use its Review mappings action when available, as explained below.

Open Workpaper Agent → Workpapers and select the workpaper. Check the source’s Sage company, posting entity, dates, amounts, and intended dimensions. Keep the generated Truewind tab’s column names and layout intact.

Open Draft Journal Entries above chat. Choose Prepare for a first draft; for an existing draft, follow Next step. Choose Review mappings when prompted, or find it in the arrow menu when available. If no mapping review is requested, skip to Step 7 and verify the values in Preview.

The screenshot shows an existing draft awaiting mapping review.

In Review mapping items, compare each spreadsheet value with its Sage record. Resolve Proposed mappings and check the saved choices under Applied mappings. Verify record names, codes, and entity scope against your source.

For example, Class → Residential should map to the intended Channel record. The screenshot shows saved account mappings; the rows depend on your workpaper.

Complete every required mapping, including any additional dimensions required by a new account selection. Choose Confirm mappings when the selections are correct, then resolve any validation messages.

If the dialog offers Update journal entries, review the affected entry references before confirming. This updates affected unposted entries; posted entries remain unchanged. Continue to Preview to check the resulting lines.

Open Preview and compare each entry with its source. Check posting entity, date and accounting period, accounts, line descriptions, and every required dimension. Scroll the line-item table horizontally to see additional dimensions. Check the debit and credit amounts on each line and confirm Difference is zero.

This screenshot shows a saved demo with Department and Location values. Its stale warning means it needs Refresh before the latest workbook edits can be reviewed. It does not demonstrate a Channel value on a draft.

If the panel says Refresh, wait for your workbook edits to save, refresh, and review Preview again. Balanced or Ready to post does not replace accounting review or approval. Preparing and reviewing a draft does not post it to Sage.