You can use analysis types to get a deeper look at your accounts. Once you create analysis types, you can assign your transactions to them.

Allocate analysis types

Allocate to an invoice or credit note

1. Create the transaction 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. Create the transaction as normal.
2. From the Department, Cost Centre or Project dropdown list, select the relevant category.
3. Once you complete all the details, select Save.

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