# Related dimensions

Related dimensions is a mapping feature that automatically fills in additional dimensions when You select a value for one key dimension on a transaction row. The principle is simple: when one dimension is entered, other related dimensions are filled in automatically.

For example, if selecting cost centre "100" should always mean Department = "Sales" and Region = "North", You set that up as a related dimension mapping. Then every time someone picks cost centre 100 on a transaction row, the department and region fill in by themselves.

You'll find this under Automation → Related dimensions. Users with the Administrator or Accountant role can manage it.

### **Why it's useful**

You've probably seen situations where the same cost centre should always go with the same department or project, but people forget or pick the wrong combination. Related dimensions enforce consistency - once the mapping is set up, there's no room for mistakes on the linked fields.

It's also faster. Instead of selecting three or four dimensions on every row, the user picks one and the rest follow.

### **How to set up related dimensions**

Related dimensions are managed by file import - there's no manual editor in the interface to create mappings one by one. The workflow is:

1. Create an Excel file where each row defines a mapping: the source dimension and code in the first position, followed by the destination dimensions and codes
2. Save it as a CSV file in UTF-8 encoding
3. Go to Automation → Related dimensions and import the file

When You import a new file, it replaces the previous mappings entirely. So always work from a complete file rather than trying to add just one mapping at a time.

**Codes are case-sensitive.** If Your cost centre is "100" in Settings → Accounting, use exactly "100" in the import file - not "100 " with a trailing space or a different case.

**You can also link dimensions to accounts.** If You want certain general ledger accounts to automatically fill other dimensions, use "GeneralLedger" as the source dimension identifier in Your import file.

### **Applying related dimensions**

On an invoice's transaction rows, You can apply related dimensions using the available action. Fitek looks at the source dimension on each row, checks the mapping table, and fills or overwrites the destination dimensions.

If a destination dimension is set to hidden in Your Accounting settings but is used in a related dimensions mapping, it will automatically become visible on the transaction row when the mapping is applied.

### **How related dimensions work with other automation**

Related dimensions are applied explicitly - either by a user or through a configured flow. They don't fire automatically when FitekAI sets a dimension.

If autotransactions have already filled some dimensions and You then apply related dimensions, the related dimensions overwrite the destination fields where mappings exist. And if You apply related dimensions first and then an autotransaction with row recreation, the autotransaction rebuilds the rows and the related dimension values are removed.


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