Analysis types

Summary

How to create and use analysis types in Sage Accounting.

Description

Use analysis types to help you analyse your accounts in more detail. For example, you can monitor costs and assess the profitability of departments in your company, or run an aged debtors report for a specific group of customers.

Resolution

Transaction analysis

Use this option to edit analysis types to transactions such as invoices and payments. The following analysis types are available, which you can amend if required.

Type	Examples of use
Department	Sales divisions, regional sales.
Cost centre	Business locations.
Project	A specific job or planned work.

Within each analysis type, you can create as many of your own categories as you want and select the areas you want the analysis types to be available when you enter certain transactions. The active areas are:

Sales invoices and credit notes
Purchase invoices and credit notes
Bank payment and receipts
Journals

For example, you might want to allocate a project reference to your sales, purchases and bank transactions but not journals. Once you’ve created your analysis categories, you can then use them when posting transactions and when running reports.

You can apply transaction analysis types to invoice line items, quick entries and ledger entries of other payments and other receipts. You can’t apply analysis types to bank, trade debtors or creditors values of these transactions.

Group analysis

Use this Group Analysis to add analysis types to your customer, supplier, stock, non-stock and service records.

For example, you might want to group your customers by region. You can also customise the analysis types if required, so instead of customer groups, you may want a group for sales agents, or analyse your sales for a marketing campaign.

Once set up and added to records, use them to

Filter the Aged debtors and Aged creditors reports

Filter Customers, Suppliers, and Products & Services lists to show records allocated to a particular group.

Create your analysis types and categories

Go to Settings, then Business Settings, then click Analysis Types.
Click either the Transaction Analysis tab, or the Group Analysis tab.
Click the relevant analysis type.

TIP: If necessary, you can amend the analysis type description. To do this, simply click the type you want to change, enter your own description then click Save.

If required amend the code and name of the first category. Then repeat as necessary.

If you want to enter more than three categories, on the next available line, enter a code and name
To delete a category, click the delete button

CAUTION: If a category has been previously used on a transaction or record, a tick appears in the In use? column. You can’t delete a category if it’s in use. If it’s been used on a transaction, we recommend changing the name to Not in use. If it’s a group category, you can remove it from the relevant record, then delete it.

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

TIP: You need to save the changes to each analysis type individually.

Repeat steps 2 to 6 for up to three analysis types you want create.

You’ve successfully created your analysis types. If you created a transaction analysis type, when you post a transaction, you’ve the option of selecting the relevant category. If you created a group analysis type, you need to allocate it to the relevant records.

Allocate a transaction analysis category

To an invoice or credit note

Complete the details as normal.
Point to the total value, then select the ellipsis (3 dots) next to the value in the Total column.

Click the relevant category for your transaction analysis type.

Once you complete all the details, click Save.

To an other payment, other receipt or journal

From the Department, Cost Centre or Project drop-down list, click the relevant category

Allocate a group analysis category

To a customer or supplier record

Go to Contacts, then click the relevant record to open it.
Click the Options tab.
Under Analysis Types, click the edit button .
Click the required group, then click Save.

To a stock, non-stock or service record

Go to Products & Services, then click the relevant item to open it.
Click Edit.
Under Additional Information, choose the required group.
Click Save.

CAUTION: The Analysis option is only available if you’ve already created your analysis groups.

Delete an analysis category

CAUTION: You can’t delete a category if it’s in use. If it’s been used on a transaction, we recommend changing the name to not in use. If it’s a group category, you can remove it from the relevant record by following the steps in the previous section and changing the analysis to None, then follow the steps below.

Go to Settings, then Business Settings, then click Analysis Types.
Click either the Transaction Analysis tab, or the Group Analysis tab.
Click the relevant analysis type. Then click the delete button next to the category you want to remove.
Click Save.

TIP: If you want to remove an analysis type from use, clear the check boxes in Active Areas for this Analysis Type, then click Save.

Analysis types

Summary

Description

Resolution

Transaction analysis

Group analysis

Create your analysis types and categories

Allocate a transaction analysis category

To an invoice or credit note

To an other payment, other receipt or journal

Allocate a group analysis category

To a customer or supplier record

To a stock, non-stock or service record

Delete an analysis category

Related Solutions

SUPPORT & TRAINING

PARTNERS

COMPANY

FAQs

Analysis types

Summary

Description

Resolution

﻿Transaction analysis

Group analysis

Create your analysis types and categories

Allocate a transaction analysis category

To an invoice or credit note

To an other payment, other receipt or journal

Allocate a group analysis category

To a customer or supplier record

To a stock, non-stock or service record

Delete an analysis category

Related Solutions

Transaction analysis