How to set up Analysis Types

How to configure and use Analysis Types in Sage Accounting.

You can create Analysis Types to categorize data during entry. Use these categories to filter reports by Department, Project, Location, Customer, or Product.

Sage Accounting offers two types of analysis: Transaction and Group.

 

What’s the difference?

Use Transaction Analysis Types with transactional data, such as invoices and payments. Use Group Analysis Types with record data such as customers, vendors, and products and services.

Transaction Analysis Types

Use Transaction Analysis Types to categorize transactional data, such as invoices and payments. For example, add Office Supplies or Equipment to the Department analysis type. Select these categories when creating transactions like sales invoices. Later, filter reports by Department to view categorized data.

You can’t apply analysis types to Bank, Accounts Receivable, or Accounts Payable transactions.

Default transaction analysis types include:

• Department
• Cost Centre
• Project

To filter the General Ledger report by transaction analysis type:

• Click More at the top of the report.
• Use the Analysis Type and Analysis Category filters.

Group Analysis Types

Use Group Analysis Types to categorize customers, vendors, products, and services. For example, group vendors by region to analyze regional profitability. You can also group products or services.

Default group analysis types include:

• Customer Group
• Vendor Group
• Product Group

You can filter these reports by group analysis type:

• Accounts Payable Aging
• Accounts Receivable Aging
• Profit Analysis
• Unallocated Receipts or Payments
• Sales Day Book
• Purchase Day Book

To filter these reports:

• Click More at the top of the report.
• Use the Analysis Type and Analysis Category filters.

Configure Transaction or Group Analysis Types

1. Go to Settings, Business Settings.
2. Under Financial Settings, click Analysis Types.
3. The page opens to Transaction Analysis by default. Click the Group Analysis tab if needed.
4. Select an analysis type on the left. Click it to rename if necessary.
5. Click Add, Modify, or Delete categories.

If a category is in use, a check mark appears in the In Use column. You can’t delete it. Rename it to Not in Use instead.

For group categories, remove the category from the record before deleting.

In Active Areas for this Analysis Type, choose the locations where the analysis type applies. Click Save.

Repeat for other analysis types as needed.

Use Transaction Analysis Categories

1. Create a transaction such as an invoice or credit note.
2. Click the double arrows beside the Total column for a line item.
   • For other transactions or journals, analysis types appear as a column
3. Select the relevant category from the drop-down.
4. Complete the transaction and click Save.

Use Group Analysis Categories

1. Go to Contacts, Customers, or Vendors.
2. Click an existing contact or click New Customer or New Vendor.
3. Click the Options tab.
4. Under Analysis Types, click Add for each type.
5. Click Save.

To apply group analysis categories to a product or service:

1. Go to Products & Services.
2. Click an item and then Edit, or click New Item.
3. In Additional Information, select the appropriate categories.
4. Click Save.

Delete an Analysis Category

You can’t delete a category in use. Rename it to “Not in Use” if used in a transaction. For group categories, change the record’s selection to None before deleting.

1. Go to Settings, Business Settings.
2. Under Financial Settings, click Analysis Types.
3. On the Transaction Analysis or Group Analysis tab, select the analysis type.
4. Click Delete next to the category.
5. Click Save.

To deactivate an analysis type, clear all checkboxes under Active Areas for this Analysis Type and click Save.