Create Analysis Code – A summary of the activity

What you can do in this activity

This activity allows you to define analysis codes and sub analysis codes. An analysis code helps in analyzing the financial performance of a company in a different dimension. The analysis codes are further sub-divided into sub-analysis codes for better analysis. A typical example of an analysis code would be “Travel”. You can create sub-analysis codes like “Domestic Travel”, “Foreign Travel”, “Hotel Expenses” or “Food Expenses”. An analysis code is later assigned to an account code so that the financial postings that are made in the account code are also posted in the analysis code.

This activity allows you to assign sub-analysis codes to analysis codes. You can also assign analysis codes to account codes.

 

 

 

 

 

 

 

 

 

 

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Create Analysis Code

Creating analysis code

Create Sub Analysis Code

Creating sub analysis code

Assign Sub Analysis Code

Assigning sub analysis code to the analysis code

Assign Analysis Code

Assigning analysis code to the account code

 

 

 

 

 

 

 

 

 

 

 

What you can do in this activity

Set effective dates for an analysis code

Create sub-analysis code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Set effective dates for an analysis code

An analysis code is always effective for a period of time. You can specify the start date and the end date of the date range during which the analysis code is effective.

 

Create sub-analysis code

For better analysis of financial information, analysis codes can be divided into sub-analysis codes. A sub-analysis code is also used for analysis and reporting purposes.