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CSV-Export - Custom dimensions, Projects and Billable Expenses in Moss
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Written by Support
Updated over a week ago

With CSV exports it's possible to use an unlimited number of dimensions, including projects and billable expenses.

This article describes how to set up necessary dimensions in Moss.


Setting up custom dimensions in Moss

This section also applies to the Projects and Billable expenses functionality. For Projects we need to add a specific dimension called Project that contains a list of projects you need to manage. For billable expenses we need a list of customers to attribute costs to.

To add a specific dimension, navigate to "Settings" > "Accounting" > "Dimensions" and click "Add / Import dimension" button.

Give a name to the dimension you want to add

Once you click the "Save" button, you will be automatically forwarded to a page where you can specify particular dimension items (in our case it's projects).

You can add items manually or use a CSV template to upload items in bulk.

To upload items in bulk, use the Upload CSV functionality (you may download a template to fill in advance).

Once you are ready with the CSV template you have to...

... click the "Upload CSV" button and review items to be uploaded

Using custom dimensions in Moss

Now you can attribute spend in Moss using new created dimension.

These dimensions are also available in CSV export formats. You can add them to any existing format or create a new one.

Go to "Settings" > "Accounting" > "Export formats" page, select existing format or create a new one.

New dimensions are now available for usage.

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