Dimension Setup on Cost Type – Acubiz Help Center

In Acubiz, the requirements for financial dimensions are defined directly on each individual cost type. This provides full flexibility to control how dimensions are filled in for each account in the chart of accounts.

If the company uses dimensions (e.g., department or project), differentiated requirements can be set for the end user's completion during settlement. If multiple dimension levels are used, the configuration can be customized individually per level.

Configuration Options per Account

Below are the available settings for managing dimensions (illustrated with one dimension level):

Visible

Determines whether the specific dimension level (e.g., "Project") should be visible to the end user when the respective cost type is selected.

Editable

Defines whether the end user has the rights to change the dimension value.

Example A: The "Department" dimension is visible and editable for the user.
Example B: The "Department" dimension is visible but locked (cannot be edited). The value is instead automatically retrieved from the user's master data.
Note: If a dimension level is set to not visible, the editing option is automatically disabled.

Mandatory

Indicates whether it is a requirement for the end user to fill in the dimension value before approval.

No: The transaction can be settled without specifying a value for the respective dimension.
Yes: The system requires the dimension to be filled in before the user can submit their settlement.

Set Default (Standard Value)

In special cases, it may be appropriate to lock a specific dimension value to a cost type. For example, all costs on the "IT Hardware" account can be configured to always belong to the IT department—regardless of which department the employee making the purchase normally belongs to.

Important: A default value set on the cost type will always override any dimension values defined on the user's personal profile.

How to Set a Default Value:

Set the field Set Default to "Yes", then click the "Set Default" button.
In the dialog box that opens, select the desired dimension value from the list.
Click "Update & Close" to save the changes.