Setting up automatic dimension correction for card transactions

When card transactions are posted at import, they often initially post without dimensions. After a matched expense is posted with dimensions that the expense user entered, the card transaction's G/L entries then update automatically to match the expense dimensions. This ensures accurate financial reporting and reconciliation across departments.

Prerequisites

For this functionality to work, Post at import must be enabled. If it isn't already enabled, then go to:

• Setup (Continia Expense Management) > Card Transaction > toggle on Post at import.

Set up dimension correction

When you post an expense that has been matched to a card transaction, the expense posts with the dimensions you've entered (such as, department, project, cost center).

After the expense posts successfully, the system automatically identifies the related card transaction's G/L entries. At the same time, a dimension correction runs in the background without interrupting the posting process.

The card transaction's G/L entries update to match the expense dimensions. And, with Correct Dimensions enabled, the system analysis views can update automatically.

To set up dimension correction:

1. Search () for and select Setup (Continia Expense Management).
2. Under Card Transaction, toggle on Correct Dimensions.

The setup validates that Post at Import is enabled.

View correction history

This feature works for card transactions that have had dimensions corrected. The history shows:

• Which dimensions were changed
• The original and new dimension values
• When the correction was carried out
• The correction status (for example, completed or failed)

To view the history of dimension corrections applied to a card transaction:

1. Search () for and select Card Transactions or Posted Card Transactions.
2. Select the card transaction you want to review.
3. Click Actions > History of Dimension Corrections.

View and resolve failed corrections

If a dimension correction fails, you receive the following in-app notification:

"Failed automatic Dimension Corrections for Card Transactions requires attention."

The most common reasons why corrections fail is because:

• G/L entries are closed or locked
• Dimension values are blocked or restricted
• Analysis view updates fail due to configuration issues

Best practice is to enable dimension correction after ensuring your dimension setup is stable, this includes:

• Regularly monitoring notifications for failed corrections
• Using the correction history to audit dimension changes
• Ensuring that users posting expenses enter complete and accurate dimension information

To view and resolve failed corrections:

1. Click the notification to open Dimension Corrections, which displays your failed corrections.
2. Review the error message in each failed correction.
3. After resolving the underlying issue, manually restart the correction.

Related information

Understanding priority and inheritance of dimensions in Expense Management
Understanding dimension handling in Expense Management
Troubleshooting dimensions in Expense Management