Accounting Dimension Filters in ERPNext
Introduced in Version 13
In ERPNext, Accounting Dimension Filters allow you to control how accounting dimensions are applied to specific accounts. You can define whether a dimension is allowed or restricted for particular accounts, ensuring better control over financial tagging and reporting.
Accounting Dimension Filters help enforce strict financial structure by controlling which dimensions can be used with specific accounts.
To access Accounting Dimension Filters:
Home > Accounting > Accounting Dimension Filters
1. How to Create an Accounting Dimension Filter
Follow these steps to configure a filter:
- Go to Accounting Dimension Filter list and click New
- Select the Accounting Dimension you want to control
- Choose Allow or Restrict in the Allow/Restrict field
- Add the Accounts where this rule should apply
- Optionally mark Is Mandatory if the dimension must always be selected
- Define allowed or restricted Dimension Values
If “Is Mandatory” is enabled, the system will not allow submission of transactions without selecting the required dimension.
2. Features of Accounting Dimension Filters
2.1 Filtering in Transactions
Based on configured rules, only allowed accounting dimensions will be available during transaction entry.
This ensures users can only select valid dimensions for a given account, reducing accounting errors.
2.2 Validation for Invalid and Mandatory Dimensions
ERPNext performs strict validation during transaction submission:
- If a mandatory dimension is missing, the transaction cannot be submitted
- If a restricted dimension is used, the system blocks submission
Transactions will only be submitted when valid accounting dimensions are correctly applied.
3. Benefits
- Improved financial data accuracy
- Stronger internal control over accounting dimensions
- Reduced risk of incorrect tagging
- Better compliance in reporting and analysis
