04Day to day
Dimensions & Branches
A second way to slice every number beyond the Chart of Accounts — and one dimension, Branch, that comes with its own security model.
Dimensions
Beyond the Chart of Accounts, LedgerDesk supports unlimited custom dimensions for slicing your numbers a second way — by Class, Location, Department, Project, Cost Center, Region, Fund, Grant, Job, Division, or any custom dimension you define.
- Lists → [Dimension name] to create, rename, reorder, or (de)activate values.
- Choose whether a dimension appears during transaction entry at all — no need to show fields you don't use.
- Bulk Reclassify changes the account and/or dimension on many existing transactions at once, filtered by date, transaction type, and source account(s).
Branch — a dimension with its own permissions
Branch is a special dimension for businesses with multiple locations or entities under one company file. When it's active:
- Transaction entry marks Branch as a required field, shown with an asterisk.
- Three dedicated permissions control access separately from other dimensions: View all Branches, Create and manage Branches, and Bulk reclassify Branch assignments— set from Company → Users & Security → permission profiles. This lets you give a location manager visibility into only their own branch's numbers.
- Reports gain a Report by Branch selector to filter to All Branches, Unassigned, or one/several specific branches, with an option to include inactive branches.
Reports by Branch
A dedicated report group offers branch-scoped versions of the core reports:
| Profit & Loss by Branch | Balance Sheet by Branch |
| Trial Balance by Branch | Cash Flow by Branch |
| General Ledger by Branch | Income by Branch |
| Expenses by Branch | Accounts Receivable by Branch |
| Accounts Payable by Branch | Sales by Branch |
| Purchases by Branch | Bank Balances by Branch |
| GST by Branch | BAS Detail by Branch |
| Budget vs. Actual by Branch | Transaction List by Branch |
Turn Branch on or off, and manage its values, the same way as any other dimension under Lists.