Allocate to an invoice or credit note

1. Complete the details as normal.
2. Select the ellipsis (three dots) next to the value in the Total column.
3. Select the relevant category for your transaction analysis type.
4. Once you complete all the details, select Save.

Allocate to another payment, other receipt or journal

1. Complete the transaction details.
2. From the Department, Cost Centre or Project drop-down list, select the relevant category.

• Analysis types
• Transaction Analysis
• Reports for Analysis Types
• Remove an analysis category