Accounting dimensions let you tag transactions with extra labels — such as a project, profit center, or other category you choose — so you can slice your reports by more than just the ledger account. Turn them on when you want analytical reporting (for example, profitability per project) without changing your chart of accounts. You'll find this under Settings → Finance on the Accounting Dimensions tab.
Turn on dimensions
On the Module Settings tab:
- Tick Enable Accounting Dimensions to activate the feature.
- Optionally tick Enable Accounting Projects and Enable Profit Centers — these are ready-made dimension types for the two most common needs.
- Click Save.
If you turn dimensions off, projects and profit centers turn off with them.
Set company default dimensions
Once dimensions are enabled, a Company default dimensions picker appears. Values you choose here are applied as the final fallback when no product, store, or customer dimension provides a value — a safety net so transactions are never left untagged.
Create dimension types and values
Switch to the Dimension Types tab to manage your categories.
- Click New and enter a Code and Name.
- Set the Sort Order, and tick Required if every transaction must carry this dimension.
- Use Active to keep a type available, and save.
Built-in types (such as projects and profit centers, when enabled) are marked as System and show Controlled by module settings — you manage these from the Module Settings tab rather than editing them directly.
Add the values within a type
Select a dimension type in the grid to reveal its Values panel below. Click New, give each value a Code and Name, set whether it's Active, and save. For a Projects dimension, for instance, each value would be one of your actual projects. These values are what you'll pick when tagging documents later.
Related Articles
Creating and managing work projects
Work projects in NexerIQ help you plan, track, and bill the work your business does — a building job, a consulting engagement, or an internal initiative. Each project gathers its scope, customer, schedule, and billing rules in one place so time ...
Setting a product's price, tax and accounting
Why this matters A product's price and tax settings decide what your customers pay, while its accounting settings tell NexerIQ which ledger accounts a sale or purchase should post to. You set these once on the product and they flow through to every ...
Logging time with work journals
A work journal is how you record time and effort in NexerIQ — which project, what you did, and how long it took. Logging time keeps projects honest: it shows real progress and feeds billing. Each journal covers one employee over a date range, and you ...
Understanding your chart of accounts
Your chart of accounts is the list of "buckets" your business uses to organise its money — a bank account, sales income, rent, tax owed, and so on. Every transaction in NexerIQ lands in one of these accounts, which is what makes your reports add up. ...
Closing a period and fiscal period statuses
Closing a period — usually a month — is how you draw a line under a stretch of time once its books are finished, so the figures you reported stay exactly as they were. NexerIQ tracks the state of each accounting period for you on the Finance → Fiscal ...