How to assign Departments, Cost Centres and Projects to transactions

How to assign Analysis types, such as departments, cost-centres, and projects, to an invoice or transaction in Sage Accounting.

Create a Transaction Analysis type

See How to set up Analysis Types.

Assign the Analysis Type to a Transaction (Invoices, Receipts, Payments, Journals)

From Invoices or Credit Notes (Sales or Expenses)

1. Complete the invoice before saving.
2. Click the kebab icon on the far right on the transaction line.
3. Choose the relevant Analysis type for that line.

From Other Receipt or Other Payment

1. Activate the analysis for receipts and payments.
2. Select the relevant project category in the new fields.

From Journals

1. Activate the analysis for journals.
2. Select the relevant project category in the new fields.

 

Filter Information in Reports

1. Go to Reporting.
2. Select the report.
3. Click More.
4. Choose the project under Analysis Type and select the category.