Overview
Use Dimensions to track performance across various parts of your business - like teams, projects, or locations. Dimensions are made up of Tag Groups and Tags, which you can fully customize to suit your internal reporting needs.
How It Works
Our system uses Tag Groups and Tags (Dimensions) instead of traditional department codes or cost centers.
You can create multiple Tag Groups, and within each group, define as many Tags as needed (e.g. "Marketing", "Sales", "IT").
Each Tag Group must have at least one Tag to be usable for tagging transactions.
Tags can be applied to individual line items in invoices or bills, giving you detailed tracking and reporting.
We recommend keeping the number of Tags within each group under 100 to maintain optimal report performance.
Example Setup
Let’s say you want to track expenses across different departments.
Here’s how to do it:
In Settings, go to Tag Groups.
Click Add Tag Group and name it, for example, "Department".
In Settings, to to Tags.
Click Add Tag to create a new Tag for each "Department" like "Marketing", "Sales", and "Support" and assign the Tag to their Tag Group.
When entering an invoice or bill, assign the relevant Tag to each line item.
These Tags will now appear in your Profit & Loss Statement, allowing you to break down revenue and expenses by department.
