# Dimensional Balances Guide

Track account balances across branch, department, project, and cost centre — simultaneously.

## What are dimensional balances?

Instead of a single balance per account, dimensional balances split each account across business dimensions — giving granular visibility into how money flows through your organisation.

Traditional: Revenue = 100,000 BWP

Revenue Account = 100,000 BWP ├── By Branch: Main 45k · Secondary 30k · Online 25k ├── By Department: Sales 70k · Marketing 20k · Ops 10k └── By Project: Project A 55k · Project B 45k

All dimensions reconcile to the same account total.

## Available dimensions

Dimension | Description | Common uses
--- | --- | ---
Branch | Locations / sites | Multi-location P&L
Department | Org units | Cost centre accountability
Project | Initiatives | Project profitability
Cost centre | Budget units | Budget vs actual

## Dimensional matrix view

1. Go to Chart of Accounts → Dimensional tab (or Dimensional Accounting Codes).
2. Select Dimension type, optional as-of date, and account filter.
3. Click Build Matrix — rows are accounts, columns are dimension values, cells are net balances.
4. Export CSV or print for analysis.

Open Dimensional Reports

## Creating dimensional codes

- Manual — New Account Code with dimension tags.
- Template — Base account + dimension template name.
- Auto-generate — All combinations from a template (e.g. revenue × 5 branches).

See Accounting Codes Guide for step-by-step screens.

## API reference

Balances for an account by dimension:

    GET /api/v1/dimensional-codes/balances/{accounting_code_id}
      ?dimension_types=branch,department
      &as_of_date=2025-12-31

Traditional account balance:

    GET /api/v1/accounting/balances/{accounting_code_id}

## Common analytical tasks

- Branch performance — Matrix by Branch on revenue & expense accounts.
- Department budget — Matrix by Department, expense accounts only.
- Project margin — Compare revenue vs COGS by Project dimension.
- Drill-down — Click a matrix cell → account details → Transactions tab.

## Troubleshooting

No balances showing?

Confirm journals post to dimensional codes; widen as-of date; check nightly balance calculation.

Totals don't match parent account?

Look for unallocated postings on the parent code; reconcile monthly.

Need help? Contact Support or WhatsApp +267 74 818 826.

Last updated: December 2025 · CNPERP 20250127120000