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Dimensions add reporting tags — cost center, region, project, or custom values — to GL transactions. Use them when you need more detail than the GL Account alone. Transaction line grids for journal entries, invoices, and bills capture GL Account, Segments, and Dimensions separately. adorabl joins selected values for display and validates them when you save or post. Only active dimensions offer values in line grids.

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Open dimensions setup

1

Navigate

  1. Open Settings → Finance.
  2. Click Dimensions under General ledger.

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Create a dimension

1

Define the dimension

  1. Click Add dimension.
  2. Enter a Name and short Code (for example, Project / PROJ).
  3. Switch Required on if every transaction in scope must include this dimension. Leave it off to make the dimension optional at posting.
2

Choose a value source

Add custom values with a code, label, and active flag.
3

Set segment scope

Limit the dimension to specific GL Accounts, cost centers, or regions — or apply it to all values in a segment.Scoping keeps optional dimensions off transactions that do not need them.
4

Save the dimension

Save the dimension and its values. The choices become available immediately on supported transaction line grids; you do not need to pre-generate account combinations.

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Where dimensions apply

After setup, dimensions can be required on: Required dimensions must have a valid value before the transaction can post — adorabl checks every line where that dimension applies, including entries generated by bills, invoices, and inventory postings, and rejects the post with the missing dimension named. A line whose account is outside the dimension’s scope, including an accounts payable or accounts receivable offset, can post without that dimension. Optional dimensions can be left blank. A value that is outside the configured scope is still rejected.
Start with one or two dimensions — cost center and region — before adding custom dimensions. Too many required fields slow down data entry.

Segments

Segment structure dimensions build on.

Finance setup

Full finance setup checklist.