Setting up Enterprise and Analysis codes

Setting up Enterprise and Analysis codes 

Enterprise and Analysis codes provide a further level of analysis for management purposes. An Enterprise code and/or Analysis code can be added to each transaction, but it is not compulsory. They are not linked to any specific nominal or group. 

Ledgers > Enterprise or Analysis to display the listing screen. 

Click on Add to create a new enterprise or analysis code: 

Once saved, the enterprise/analysis code will appear in the listing screen. To edit it, click on the blue Name field. To hide a used enterprise/analysis code from the list, edit it and make it Inactive using the blue slide button.  

You can display inactive enterprise or analysis codes on the screen by clicking on the plus sign in the Status field at the top and ticking Inactive.  

Any inactive codes will have a red dot next to them rather than green for the active ones

To select an enterprise/analysis code, click anywhere on the line so it is highlighted. This is also how you select an unused code should you wish to remove it. 

The Ctrl/Shift keys can be used to select multiple enterprises/analysis codes.