Accounting Dimensions
Accounting Dimensions allow you to tag transactions with additional attributes beyond the standard account structure. This enables more detailed reporting and analysis.
What Are Accounting Dimensions?
Dimensions are labels you can attach to transactions for better cost tracking. Common dimensions include:
- Cost Center: Which department or unit incurred the cost
- Project: Which project the transaction relates to
- Branch: Which branch of the company
- Territory: Which sales territory
- Customer Group: Which customer segment
Setting Up Accounting Dimensions
- Go to Accounting > Settings > Accounting Dimensions.
- Select which document types should be treated as dimensions.
- Enable the dimensions you want to use.
- Check Mandatory if every transaction must have this dimension specified.
Using Dimensions in Transactions
When creating a Journal Entry, Sales Invoice, Purchase Invoice, or Payment:
- Select values for each active dimension from the dimension fields
- Reports can then be filtered and grouped by these dimensions
Dimension-Based Reporting
Enable dimensions to create reports such as:
- Profit & Loss by Cost Center
- Revenue by Territory
- Expenses by Project
- Branch-wise Financial Statements
This is particularly useful for Saudi businesses with multiple branches, projects, or departments.