Stop being limited to Class and Location alone. BizBooks Pro lets you define your own tagging dimensions — Project, Booking, Job Site, anything — and assigns Sales Reps as a first-class entity. Every report can filter by any combination. One general ledger, five separate reporting lenses.
Start Your Free TrialPlenty of accounting platforms support Class and Location tagging — and stop there. The trouble is most real businesses have more than two reporting axes. A property management firm cares about Unit + Sales Rep. A construction company tracks Job + Phase + Crew. A restaurant group needs Class (Food/Bar/Catering) plus Location (each store) plus the server who sold each ticket. Forcing all of that through two dimensions either loses information or requires kludges like coded class names that nobody can read three months later.
BizBooks Pro takes a different approach. Class and Location come built-in, exactly as accountants expect. On top of that, you can define up to five custom dimensions with names you choose, plus a separate first-class Sales Rep entity that prints on invoices and powers commission tracking. The result is reporting that follows the shape of your business, not the limits of your software.
Open Settings → Tracking Dimensions and toggle Class and Location on. Define your own custom dimensions — Project, Booking, anything. Mark dimensions required to enforce tagging on every entry.
Invoice, bill, estimate, and journal entry forms add a dropdown for each enabled dimension. Set values at the document level — lines inherit. Override line-by-line when you need to.
Income Statement, Balance Sheet, AR Aging, Cash Flow, Sales by Customer, and the Custom Report Builder all let you filter by any combination of dimensions plus Sales Rep.
The two standard tagging dimensions accountants already know. Class for organizational groupings (departments, service lines). Location for physical or geographic divisions (branches, territories, warehouses).
Need to track something Class and Location don't cover? Create a custom dimension — Project, Booking, Sales Region, Job Code — and it behaves exactly like the built-ins everywhere.
Track which rep sold each invoice or estimate. Rep records carry name, initials, type (Employee / Contractor / Partner), email, and default commission percentage — ready for the commission features in upcoming versions.
Tagging only matters if reports use the tags. BizBooks Pro wires every transaction-driven report to your filters so you can answer "April P&L for Project Atlas, sold by Sarah" in three clicks.
Flip the Required toggle on any dimension and BizBooks Pro rejects any save that doesn't include a value for it. No more month-end cleanup runs to find untagged entries — the system simply won't let them be created. Critical for project-driven businesses where every dollar must allocate to a job.
Tag an estimate; the invoice keeps the tags when you convert. Tag a bill; the payment keeps the tags. Tag a recurring transaction template; every instance carries them. Set the tag once and it survives every downstream step automatically.
Whether you're a property management firm tracking units, a construction company tracking jobs and phases, a consultancy tracking client engagements, or a restaurant group running three locations — BizBooks Pro's tagging system maps to your structure. You name the dimensions, you decide how they're used, and the reports rearrange themselves around your terminology.
At the data layer they're identical — each is a named dimension with values that get attached to transactions and filtered in reports. The only meaningful differences are that Class and Location come pre-defined for every company (you can disable them but not delete them) and the rest you create yourself with whatever names fit your business.
Up to five at any one time. The cap keeps entry forms readable — adding eight or more dimension dropdowns to every invoice line gets unwieldy fast. You can disable an unused dimension to make room for a new one without losing data.
Sales Reps need more than tagging. Each rep record stores name, initials, type, email, and a default commission percentage — properties that drive the commission-tracking features. Modeling them as a generic dimension would work for filtering but lose the dedicated structure that powers everything else around rep performance.
Yes. Each dimension has a Required toggle. With it on, BizBooks Pro returns an error from any invoice, bill, estimate, or journal entry save that's missing a value for that dimension. Common for shops that must allocate every entry to a project or job code.
Yes — every tag survives. Class, Location, every custom dimension value, and the Sales Rep all transfer to the invoice on conversion, at both the document level and on each line item. No manual re-keying.
Income Statement, Balance Sheet, Trial Balance, General Ledger, AR Aging, AP Aging, Cash Flow Statement, Sales by Customer, and the Custom Report Builder. The Custom Report Builder auto-discovers any dimension you create, so it shows up as a filter the next time you open the builder.
No. Tags are metadata that drive segmented filtering. The unfiltered Income Statement, Balance Sheet, and General Ledger compute exactly as they would without tagging. Filters drive separate segmented views without altering the underlying ledger.
Free 30-day trial. Define your first custom dimension and tag your first transaction in minutes.