Dimension setup on cost type

In Acubiz, the cost type sets the rules for financial dimensions. You can specify how dimensions are filled for each account. If dimensions like department or project are used, different user requirements for completion can be established. These requirements can differ by account, enabling customized setups in the chart of accounts.

Setting up dimensions on a specific account

The setup applies to all cost types in Acubiz, influencing how users settle expenses. For companies with multiple dimension levels, settings can be customized individually. Here's an example with one dimension level.

Visible: 

This option is specified for whether the dimension level "Project" should be displayed when the individual cost type is selected by the user.

Editable

Select whether the end user can edit the dimension value. The DEPARTMENT dimension is visible and editable, while the project dimension is hidden and not editable.

The department dimension is visible but not editable by the end user, and it must be set in the user's master data.

Mandatory

You can set whether the end user must provide a dimension value. In this case, the department dimension is optional.

However, in this scenario, the department dimension is required.

Set default*

In certain cases, it's helpful to assign a specific dimension value to a cost type. For instance, all costs in the IT Hardware account are attributed to the IT department, regardless of the user's department. This feature ensures that IT costs are consistently recorded under the IT department.

How to set a default value:

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

Now a box opens where you can choose the dimension value to be set as default on this account:

Select the correct value from the list:

Then press "Refresh and close":

Now the selected value is displayed in the field and will therefore be set as the default value for transactions where this cost type is selected: