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Analysis types

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Summary

Use projects, departments and cost centres to help manage your business in Sage Accounting.

Description

Use analysis types to get a deeper look at your accounts. For example, you can track costs, evaluate the profitability of different departments, or run an aged debtors report for a specific group of customers.

Resolution

How to create an Analysis type

  1. Access Settings, then go to Business Settings, then choose Analysis Types.
  2. Select either the Transaction Analysis, or the Group Analysis.
  3. Pick the relevant analysis type and click Edit.
  1. 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. 

  1. Under Active Areas for this Analysis Type, select the relevant check boxes.
  2. Click Save. 
  1. 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.

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