Use dimensions for extra coding context
Field names and available options like cost centers, departments, item types, charge categories, and validation rules are configured for each customer's accounting setup. The exact labels you see may differ from this article. That's by design.
Dimensions are categorization fields beyond GL accounts. They tag expenses with context: which department incurred the cost, which project it belongs to, which cost center owns the budget. The exact dimension types you see depend entirely on your ERP.
What dimensions are
A GL account tells you what the expense is. Dimensions tell you where, who, and why.
- Department. Which team incurred the expense.
- Cost Center. Which budget is responsible.
- Project. Which project or job the expense is tied to.
- Class. A classification category used in some ERPs.
- Location. Which office or site.
These are common examples. Your ERP may use different names or additional dimension types entirely.
Automatic sync
Mod AI adapts to whatever dimension structure your ERP uses. You do not configure dimensions manually. They come in through your ERP integration.
- Three dimension types in your ERP? Three tabs on the Fields page.
- Seven types? Seven tabs.
- New one added? Shows up after the next sync.
Mod AI matches your ERP's dimension structure. No manual configuration needed.
How dimensions work end to end
- Your ERP defines dimension types (for example, "Department", "Cost Center", "Project") and their valid values (for Department: "Marketing", "Engineering", "Finance").
- Mod AI syncs the types and values.
- Dimension fields appear automatically on invoice line items next to the GL account field.
- You pick values from dropdowns, or the agent suggests them based on vendor history and line item content. Your Agent instructions can also encode default dimension assignments.
Adding and removing dimension types
Dimension types are managed in your ERP.
- Add a new dimension type in your ERP. It appears in Mod AI's coding interface after the next sync.
- Remove a dimension type. It is removed from Mod AI after the next sync.
- Add new values to an existing type (for example, a new department). The new values appear in the dropdowns after the next sync.
If you add a new dimension type in your ERP (like a new "Project" dimension), it shows up in Mod AI's coding interface after the next sync with no extra configuration on your side.
Where dimensions are used
- Invoice line item coding. Select dimension values next to the GL account. See GL Coding.
- Agent instructions. Encode default dimension values for specific vendors or line item patterns. See Writing Agent Instructions.
- Item master records (where your ERP maintains them). Items can carry default dimension values that auto-fill when a line item matches.