Dimension Setup on Cost Type

In Acubiz, the cost type determines the requirements for setting up financial dimensions. Here you can choose how the dimensions are filled out for each account. If dimensions are used (such as department or project), different requirements can be set for end users regarding completion during settlement. The requirements can vary by account, allowing for individual setup in the chart of accounts.

Setup of Dimensions on a Specific Account

The setup can be applied to all cost types in Acubiz. The dimension setup per account applies to how end users can settle their expenses. If the company uses multiple dimension levels, the settings can be applied individually. Here is an example with one dimension level.

Visible: 

This setting determines whether the dimension level "Project" should be shown when the user selects this cost type.

Editable

Here you choose whether the end user can edit the dimension value. The DEPARTMENT dimension is visible and can be edited, while the project dimension is not visible, so the editing option does not apply.

The department dimension is visible but cannot be changed by the end user. It must be set in the user's master data.

Mandatory

It is possible to specify whether the end user must enter a dimension value. There is no requirement for the user to fill in the department dimension.

There is a requirement that the department dimension must be filled in:

Set Default

In special cases, it can be useful to specify a specific dimension value for a cost type. For example, all costs on the account for IT-Hardware can always be attributed to the IT department, regardless of which department the user belongs to. This feature helps the user remember that IT costs must always be recorded under the IT department.

How to set a default value:

Set the field to "Yes" and then press the "Set Default" button

A box will now open where you select the dimension value to be set as the default on this account:

Select the correct value from the list:

Then press "Update & Close":

The selected value will now appear in the field and will therefore be set as the default value on transactions where this cost type is selected: