Rules for Person-Level Dimensions
We have now launched a feature that allows administrators and accountants to add rules for person-level dimensions.
What does this mean?
With this feature, you can control how dimensions (e.g., project, cost center, or department) are automatically assigned to transactions based on the person who made the purchase. This makes bookkeeping more automated and reduces the need for manual adjustments.
Benefits:
Reduced manual work.
Fewer errors in bookkeeping.
Smoother reporting and follow-up.
Here’s what it looks like when enabling person-level dimensions:
