In Acubiz, it is the cost type that determines the requirements for setting up the financial dimensions used in Acubiz. Here you can set up the method for filling in the financial dimensions when selecting this account.
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Note: Functions indicated with * (asterix) only have an effect in the Acubiz app and will therefore not have an effect if settlement via the web platform! |
If the company uses several dimension levels, the settings below can be used on all of them individually. Below is an example with a one dimension level setup.
Visible*:
| *This setting only has effect in the Acubiz app! |
This option is specified for whether the dimension level "Project" should be displayed when the individual cost type is selected by the user.
Editable*
| *This setting only has effect in the Acubiz app! |
This setting determines whether the user can make changes to the dimension values or whether it should be locked so no changes can be made.
Mandatory
This setting indicates whether or not the dimension is required to be specified. This feature works both in the App and on the web.
Set default*
| *This setting only has effect in the Acubiz app! |
This setting allows the administrator to set a default value on a dimension when posting to this account.
| Note that this setting will have higher priority than any dimension value set on the user's profile. |
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:
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