bank_card_lines
Bank and card imports require source system, account purpose, department, and cost category where applicable.
Applies to bank card import
source_systemdepartmentcost_category
Controls
Dimension Requirements
Required-dimension policies make sure journal lines and imported facts carry the client, project, revenue stream, cost category, location, and taxability context needed for profitability and nexus reporting.
Policies
6
6 active
Required dimensions
13
unique required keys
Dimension types
4
seeded active types
Data mode
database
dimension control source
Requirement Policies
labor_cost_lines
Payroll and loaded labor cost lines require employee/resource, department, practice, and cost category.
Applies to labor cost
employeedepartmentpracticecost_category
project_labor_cost_lines
Project labor cost lines require project and client dimensions for profitability.
Applies to project labor cost
clientprojectemployeepracticecost_category
project_revenue_lines
Project revenue needs project and commercial context for profitability reporting.
Applies to project revenue
clientprojectcommercial_agreementcontract_linerevenue_stream
revenue_lines
Revenue lines require client, revenue stream, and location/taxability context before posting.
Applies to revenue
clientrevenue_streamlocationtaxability
vendor_bill_lines
Vendor bill lines require vendor, department or project context, and cost category.
Applies to vendor bill
vendordepartmentcost_category
Seeded Dimension Inventory
cost category
6
department
3
practice
4
revenue stream
11
Sample Completeness Checks
Managed services revenue
5/5 required dimensions present
Payroll allocation draft
4/5 required dimensions present
missing client
Bank fee import
3/3 required dimensions present