How to create an Analysis type- Access Settings, then go to Business Settings, then choose Analysis Types.
- Select either the Transaction Analysis, or the Group Analysis.
- Pick the relevant analysis type and click Edit.
- If necessary, amend the code and name of the first category. Then repeat as needed. Ensure you enter at least two digits in the code.
- To add more than three categories, simply enter a code and name on the next line
- To delete a category, click the delete button
 NOTE: When a category appears in a transaction or record, a tick shows up in the In use column. You can't delete a category that's in use. Rename it to Not in use if it appears in a transaction. For group categories, remove them from the relevant record and delete them.
- Under Active Areas for this Analysis Type, select the relevant check boxes.
- Click Save.
- Repeat steps Two to Six for up to three analysis types you want to create.
If you created a transaction analysis type, when you post a transaction, you have the option of selecting the relevant category. If you created a group analysis type, you need to allocate it to the relevant records. |