NOTE: This feature is not standard at this point in time. If you are interested in adding it to your account, reach out to your dedicated service team today!
The name of this feature refers to the fact that you can add more dimensions, or facets, to your reports. If your company’s Profit and Loss Statement were plotted on a graph, you could think of dimensions as your x-axis where your revenue/spending as the y-axis.
Example Use Cases
Track Expenses by Locations
- Group expenses by location to see how much each office or storefront is costing/earning your company, help make strategic decisions on expanding or relocating HQ, etc.
Track Expenses by Project
- If you’re a consultant, you could track your reports by client in order to analyze the cost/benefit of each project.
Dimensions are available in the analytics section of your dashboard. This means the days of needing complex skills in order to write a departmental transaction report are over.
See the Profit and Loss Statement article to learn how to put your dimensions data to work for your company.
From "Accounting Tools" you can access the Dimensions page.
Here, you will find the two default root dimensions: Departments and Projects. From there you can add more root dimensions to fit your company’s specific needs. For example, Locations is a popular choice if you have more than one office or storefront.
Then, under each root dimension, you can sub-dimensions. Within each sub-dimension, you can have up to five levels of hierarchy. So, back to the Locations example: You could have your (1) location country, (2) location state/province, (3) location city, (4) location neighborhood, and (5) location building.
Root and sub-dimensions can be edited, disabled, and enabled—but, for the sake of your books’ integrity, they cannot be deleted.
You'll also notice the "Required" checkbox. This allows you to when a segment value is required, so your users entering data can’t inadvertently miss tagging a transaction.
To change hierarchies, just drag and drop a dimension in your preferred order. That way, if you decide that the “Bay area” category from the screenshot above should actually contain all of “San francisco” you can re-order your hierarchies without lots of manual data entry/updates.
You can set up your dimensions in three* ways.
Before you get started, however, note that you can only set one sub-dimension per root dimension. For example, if you have three dimensions like Departments, Projects, and Locations, you can only link up to three sub-dimensions per transaction/bill/invoice/etc.
- Add dimensions to individual transactions
- Add dimensions to multiple transactions a time by clicking the Edit Multiple button that appears when you select multiple transactions from your All Transactions page
- See also: Sort Transactions, Edit Transactions
- Add dimensions to individual bills either before or after paying them
- See also: Create Bills, Edit Bills
- Add dimensions to individual invoices either before or after sending them
- See also: Create Invoices, Edit Invoices
*Enterprise clients may have more options. Reach out to your dedicated team for more information.