Dimensions let you allocate sales invoice accounting entries to, for example, projects or cost centres.
In the renewed Dimensions view, you can set dimensions for the whole invoice or for single accounting rows, and see the result before you save. The help article for the traditional view is Dimensioning.
Note! The renewed Dimensions view is available only in Finland and only in the renewed Procountor views.
Dimensions view
Open the Dimensions view in one of these ways:
Open the sales invoice view and select Dimensions (Ctrl+3).
Select the row menu (three-dot) on the sales invoice row, or right-click the row, and select Dimensions.
Top section of the view
The top section shows the current dimension allocations of the invoice. If no dimensions have been set yet, the top section is empty.
The invoice status is shown as a chip at the top of the view.
Previous and Next take you to another invoice without leaving the view.
If you have selected multiple invoices for review and navigate to the Dimensions view via the three-dot menu, the buttons are active. If you have selected only one invoice, the buttons are grayed out because multiple invoices were not selected for review, meaning there are no other invoices to navigate between.
The invoice's attachments are shown in the attachments panel on the right. You can also download the attachments from the Dimensions tab.
Setting dimensions for the whole invoice
To set dimensions for the whole invoice:
Select Set receipt dimensions.
Select a dimension item and its sub-items from the drop-down menu. A new drop-down menu opens each time you select a new item.
Enter a percentage for each item. The percentages for each dimension must total 100%.
Select Save if you want to continue editing, or Save and close if you are ready to exit the view.
Other buttons:
Balance values automatically balances the last selected item so that the dimension percentages total 100%.
Clear values removes all dimensions set on the invoice. To remove a single dimension, select the empty first value in its drop-down menu.
If there are many items, use the magnifying glass icon to search for them. The search also matches part of an item name.
Note! Setting dimensions for the whole invoice removes any dimensions set on single rows. See Setting dimensions for single rows.
Setting dimensions for single rows
You can also set dimensions for single accounting rows. Other rows are not changed.
Select the account number of the row, or select Set transaction dimensions.
Select the dimension items and percentages for the row.
Select Save or Save and close
The Allocated items column shows how many dimension items each row has been allocated to.
The other buttons work the same way as for the whole invoice.
Note! To add dimension items, you need the right to basic accounting information. The Add item button is shown only to users who have this right.
Attachments and invoice information
You can check the source document while you allocate dimensions. Open the attachments panel on the right side of the Dimensions view, or download the invoice's attachments from the Dimensions tab.
Importing dimension items
You can import dimension items from a file. First download the import template from the Dimensions view (Management > Accounting info > Dimensions), because it contains all the required columns in the right order. Fill in one row for each dimension item and import the file with the existing import function. For more information about the file structure, see the article Dimension data import file.