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Matching Dimensions in Vouchers

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Posted on by D365Shaun

Hi everyone,

Working as a research student on Uni customer project, I am learning about their COA setup. I am reviewing their financial vouchers and am curious as to if and when all journal lines in a voucher should have matching dimensions or not?

It seems from observation, majority of subledgers postings have matched dimensions; whereas GJ voucher lines in a voucher do not necessarily have matching dimensions.

A novice question therefore, one would assume in order for consistent financial reporting, all financial voucher should have the same dimensions (netting Dr and Cr), this is my assumption, is it correct?

And if not, under what typical circumstances that financial vouchers do not having matching dimensions? I can think of cases

a) for posting non-matching vouchers in order to rectify prior mis-match problems

b) when consolidation needs to take place across entities that the two entities may have different dimensions setup.

But generally, I am still thinking, if it is within the same company/entity, dimensions should match within a voucher?

A novice question, apologies :).

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André Arnaud de Cal... 306,338 Super User 2026 Season 1 on at

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Hi Shaun,

It depends on the business scenario if there is a need for matching dimensions. If you have e.g. multiple business units, you could decide to have a matching dimensions to be able to separate the profit and loss and balance sheet reporting as they were two different legal entities.

In the majority of my implementations, there was no such requirement. In those implementations, the P&L accounts had dimensions like a department or cost center and the balance sheets did mostly not have a dimension requirement.

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saurabh bharti 15,059 Moderator on at

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Hi,

It all depends on reporting requirement of company. Before getting in to whtr all dimension should match or not we need to understand the need to financial dimensions in D365.

Financial dimensions is the feature to define reporting KPI for your financials. Now in this you might need different KPI for different set of accounts in chart of accounts.

E.g. Company wants to analyse its P&L by different locations but balance sheer remains without locations.

Company wants to analyse its salaries in P&L by department but no other cost by department.

So in above scenarios , when voucher is posted using different types of accounts then one account will have one set of dimension whereas other will have different one.

That is the reason all dimensions can not be matched across different accounts and transactions.

Having said that there is a way the for one dimension we can configure to be always balanced or matched using balancing dimension setup under ledger setup.

This will make sure that your trial balance is matching at the defined dimension level as well.

When do we setup this ?? This is setup when company has org structure of business units and they do not want to create different legal entity but they want balanced trial balance at each business unit level.

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Alireza Eshaghzadeh 15,225 Super User 2026 Season 1 on at

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Hi Shaun,

Like Andre and Saurabh already mentioned, it depends on each business routine/requirement and reporting purposes.

For example, some create several financial dimensions (i.e. department and cost center) based on their processes to delegate their P&L account on specific financial dimension(s). Then, they will get a better overview on each main accounts posting (voucher transactions) with each financial dimension.

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