Dimensional Balances Guide

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

All dimensions reconcile to the same account total.

Available dimensions

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.

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

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