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Analysis Codes

Analysis codes allow you to track transactions across different dimensions, such as Departments, Projects, or Cost Centers, without cluttering your Chart of Accounts.

Creating Analysis Codes​

Navigate to Administration > Analysis Codes > Create Analysis Code.

  1. Code Name: The name of the dimension (e.g., "Department", "Region").
  2. Description: Optional description.
  3. Submit: Click Create Analysis Code.

Managing Subcodes​

Once an Analysis Code is created, you need to add specific values (Subcodes) to it. 例如, for the "Region" code, subcodes might be "North", "South", "East".

  1. Click on the Analysis Code name in the list.
  2. Click Add Subcode.
  3. Enter the value and save.

Usage​

These codes will now appear as dropdown options on:

  • Customer/Supplier creation forms.
  • Invoice/Bill creation forms.
  • Journal Entries.