Report by Department or Project Without a Bigger Chart of Accounts
Tag transactions with class, department, location, and project dimensions, then slice any report along them - no duplicate GL accounts required.
What dimensional accounting in Fintra does
The moment a business needs a P&L by department or a margin by project, it faces a choice: multiply GL accounts, or add dimensions. Fintra uses dimensions - class, department, location, and project - so a single Travel & Entertainment account can still tell you what Engineering spent on travel last quarter without ever creating "Engineering Travel" as its own account.
- Class, department, location, and project dimensions available on every transaction
- Tags apply to journal entries, bills, invoices, and expenses alike
- Reports filterable and groupable by any combination of dimensions
- Rules that auto-tag recurring vendors or categories to save re-tagging
Core capabilities
| Dimension | Typical use | Example |
|---|---|---|
| Class | Business line or product line tracking | Hardware vs. Subscription revenue lines |
| Department | Cost center reporting across the org | Marketing, Engineering, G&A spend |
| Location | Multi-location or multi-store reporting | Retail store #1 vs. store #2 profitability |
| Project | Job or engagement level cost tracking | Client implementation project margin |
How it works
From setup to a dimension-sliced report
- 1
Turn on dimensions
Enable the dimensions you need - not every business needs all four.
- 2
Tag transactions
Apply dimension tags on entry, or let auto-tagging rules apply them for known vendors and categories.
- 3
Run a report
Filter or group the P&L, balance sheet, or any saved report by one or more dimensions.
- 4
Compare across
See department-vs-department or project-vs-project performance side by side in one view.
- 5
Refine rules
Adjust auto-tagging rules as vendors and categories evolve, keeping manual tagging to a minimum.
A worked example
Frequently asked questions
How many dimensions can I use at once?
You can enable class, department, location, and project simultaneously, and combine any of them in a single report - for example, department by location. Most businesses start with one or two dimensions and add more only as the reporting need actually arises.
Do dimensions replace the need for sub-accounts?
For most cases, yes. Sub-accounts are still useful for genuine account-type detail, but department, project, or location breakdowns are almost always better handled as a dimension tag on one account rather than a new account per department or project.
Can dimension tags be applied automatically?
Yes. Auto-tagging rules apply a dimension based on vendor, category, or other transaction attributes, so recurring transactions - like a department’s recurring SaaS bill - get tagged correctly without manual entry each time.
Can I report project profitability using dimensions?
Yes. Tag revenue and costs to a project dimension and run a project-level P&L showing margin directly, without a separate project accounting system - useful for services businesses billing by engagement.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Slice your books without expanding your chart
Talk to us - we will map it to your stack. Turn on the dimensions you need and report by any of them instantly.
Talk to us