Multi-Dimensional Tracking

Stamp every entry with the dimensions that matter to your business — department, branch, project, job, sales rep — and pivot any report by any combination of them.

What is dimensional tracking?

Standard accounting groups transactions by account. That's not always enough. If you run two stores, three product lines, or fifteen client projects, you need a way to ask: "What does my P&L look like for just this slice?" Multi-dimensional tracking is the answer. BizBooks Pro gives you five dimensions to work with at once:

• Class — built-in. Use for functional groupings: departments, service lines, business units.
• Location — built-in. Use for physical splits: branches, stores, warehouses, regions.
• Custom dimensions — define up to 5. Project, Booking, Job Site, Sales Region — your call.
• Sales reps — first-class tracking with name, type, email, and commission rate.

Which plan unlocks which dimension?

Class tracking comes with every paid plan. Location and custom dimensions are unlocked when you move up to Pro:

• Basic — Class tracking only.
• Pro and above — Class, Location, and unlimited Custom dimensions.
• 30-day Trial — Everything unlocked, so you can evaluate the full feature set before committing.

If you're on Basic and need more than one tracking axis, the upgrade to Pro is the path forward — existing class data is preserved across upgrades and downgrades.

Built-In Tags: Class & Location

Class and Location ship with every company file. Switch one on at Settings → Tracking Dimensions, then click Manage values to populate it.

Values can be nested up to three layers deep. So a Location set might look like:

• West Coast
  • California
    • Los Angeles store
    • San Francisco store

Run a report at any level — the parent rolls up its children automatically.

User-Defined Tags

When Class and Location don't capture what you care about, build your own dimension:

1. Visit Settings → Tracking Dimensions
2. Hit + Add Custom Dimension
3. Give it a singular and plural label (think "Project" / "Projects")
4. Optionally flag it required
5. Save, then populate values via Manage values

Sales Reps

Sales reps get their own entity instead of being lumped in with custom tags. That's because a rep record carries more than a label — it stores:

• Initials (for tight columns on printed docs)
• Rep type: Employee, Contractor, or Partner
• Contact email
• Default commission percentage

Add reps under Settings → Sales Reps. A rep selector then appears on every invoice and estimate, and templates that enable the Sales Rep field will print the rep's name on the customer-facing PDF.

Make a Tag Mandatory

Need every entry tagged for a particular dimension? Toggle Required next to it. BizBooks Pro then refuses to save a new transaction until the value is filled in.

Marking Up Transactions

Every entry form — invoice, bill, estimate, journal entry, expense — surfaces a dropdown for each active dimension. The pattern works the same way everywhere:

• Header tags apply to all lines by default.
• Line tags override header tags when you need granularity (e.g., one bill split across two cost centers).
• Tags follow the workflow — convert an estimate to an invoice and your tags come along automatically.

Slicing Reports

Every transactional report carries dimension filters in its parameter bar. That includes:

• P&L / Income Statement
• Balance Sheet
• Trial Balance
• General Ledger
• AR & AP Aging
• Statement of Cash Flows
• Sales by Customer
• Custom Report Builder

The Custom Report Builder auto-detects active dimensions — add a new one this morning and it shows up as a filter option this afternoon, no rebuilding needed.