Dimensions & Custom Fields

Who can use this: Owner, Manager, Accountant. URL / Route: /finance/settings/dimensions (finance.settings.dimensions.index), /finance/settings/custom-fields. Plan / feature gate: tracker.reporting_tags_dimensions, tracker.custom_fields, tracker.custom_views (premium). Permissions: dimensions.manage, custom_fields.manage.

Purpose

Dimensions and Custom Fields let you capture and report on information that the standard fields do not cover — a department, a cost centre, a region, a project code, or any business-specific attribute.

Dimensions — analytic tagging

A Dimension is a tag you attach to transaction lines so you can slice reports by it.

Open Settings ▸ Dimensions ▸ New dimension (e.g. "Department").
Add the dimension's values (e.g. Sales, Operations, Admin).
On an invoice, bill, expense, or journal line, pick a value for that dimension.

Reports such as Revenue by Dimension, Expenses by Dimension, and P&L by Dimension then break the numbers down by your tags.

Custom fields

A Custom Field adds an extra data field to a record type — customers, suppliers, products, or documents.

Open Settings ▸ Custom Fields, choose the entity type.
Add a field: name, type (text, number, date, dropdown), and whether it is required.
The field then appears on that entity's create/edit form and can be shown in lists.

In the PDF template editor, custom fields are available as draggable variables, so you can print them on documents.

Custom views

tracker.custom_views lets you save filtered, column-customised views of list screens (invoices, bills, etc.) and switch between them.

Behaviour and rules

Dimensions are analytic only — they never change the GL accounts a line posts to; they only tag it for reporting.
Custom fields are descriptive — they store data but do not drive postings.
Feature-gated. Dimensions, custom fields, and custom views each require their plan feature.