Terms specific to Sage Intacct Planning

Account group

Group of similar accounts (such as Revenues, Cost of revenue, OPEX, Cash and cash equivalents, Inventory, and Other liabilities) that are used to roll up and organize your accounts and amounts on your financial reports.

Account number

The component of your account number which represents your GL actuals account.

Account type

An attribute set for each account that indicates how account balances should be computed, such as balance sheet or income statement.

Budget group

By default, Planning creates roll-ups by income statement groups in your budget.

Budget line

The way you identify the line in Planning that appears in your budget tree and budget groups.

Budget tree

The hierarchical structure in Planning by which you group budget data of the same type, consisting of budget groups and budget lines.

Dimension

Also known as class or attribute. A classification, segment, or attribute that you use to organize, sort, and report on your company information in meaningful ways. Traditionally, a Chart of Accounts contains accounts with unique numbers segmented for each department, location, project, and so on.

In Planning, the segments are moved out of the account number and into dimensions. A dimension is like an attribute that you can associate with transactions and GL entries. Every transaction you enter can be assigned multiple dimension values to uniquely identify and report on it.

Entity or Subsidiary

If you are working with a multi-entity shared company in Planning, you may have subsidiaries that share the same Chart of Accounts. You can set up your budget structure by location and see the budget data for your subsidiaries.

Form view

Displays all the data of a selected budget line type, including the values, currency, dimensions, comments, and other related fields.

Grid view

Provides an alternative method for quick data entry, enabling you to view and edit multiple data entries simultaneously.