What you can track
Cost centres
Split costs and income across sites, teams or business units — Helsinki and Jyväskylä, or sales and delivery.
Projects
See what a client project or an internal development effort actually cost. The figures accumulate from purchase invoices, expense claims and journal entries.
Properties and assets
Follow each property, vehicle or machine separately where the chart of accounts doesn’t separate them.
Grants and funding
Gather the costs behind a grant application under one value, so the cost breakdown is ready when the application is.
Creating dimensions
Dimensions live in the company settings in the Rise web app. A dimension is an axis; a value is a choice on that axis.1
Open company settings
Go to Company settings and open Dimensions.
2
Create the dimension
Name the axis: Project, Cost centre, Property. Names are unique within a company.
3
Add the values
Add the options that belong on the axis: Ratamo renovation, Building 1, Jyväskylä. Values exist only if you create them here — nobody can invent a new one while tagging an invoice.
4
Set a default allocation
Every value has a default share, 100 % unless you change it. When someone tags a line with that value, the share is pre-filled. Useful when a cost centre always takes, say, 60 % of a recurring invoice.
5
Write down when the value applies
Describe when the value should be chosen: “all invoices from Kone Oy”, “anything related to the Ratamo site”. This is the guidance Rise uses to tag lines automatically — the more precisely you describe it, the better the automation does.
Dimensions belong to one company. If your Rise account has several companies, each has its own dimensions and values.
Tagging invoice lines
Once dimensions are in use, tagging happens automatically: Rise allocates lines according to the guidance you wrote with each value. Tagging by hand is the correction path — for when the automation got it wrong, or a line needs splitting differently. Tagging is done per line, not per document — a single invoice can split across several projects. Open the document, expand the line and use its Dimensions block. You can tag lines on:- Purchase invoices — during approval or afterwards as a correction
- Sales invoices — on saved drafts and on sent invoices
- Expense claims — done by an accountant or a manager
- Journal entries — done by the accountant team
Tagging only works once the document is saved, because tags attach to saved lines. On an unsaved invoice the block asks you to save the draft first. If you replace the lines of a tagged draft, the tags are lost — Rise warns you before saving.
Splitting a line across values
When one line serves two projects, split it. Give either a percentage of the line or an amount up to the line’s net value, then add a second value for the remainder. Rise does not force the shares to add up to 100 %. Tag half the cost and the other half stays unallocated. Tag more than the line is worth and Rise flags the over-allocation. The flexibility is deliberate: partial tagging is a normal way to work.Who can do what
Employees don’t tag dimensions, not even on their own expense claims. They submit the claim and an accountant or manager tags it. An auditor sees everything and changes nothing.
Renaming and archiving
Dimensions and values are never permanently deleted, so the history survives.- Rename a dimension or value at any time. Every past entry follows the new name.
- Archive a value you no longer use. It disappears from the pickers, but entries tagged with it still appear in reports, marked as archived.
- Restore it by creating a value with the same name again. Rise brings the archived one back with its history.
Related pages
Expenses
How receipts and expense claims reach the books.
Purchase Invoices
Where in invoice processing the dimension tagging lands.