Analysis codes (nominal account)

Find this screen

Open: Nominal Ledger > Nominal Accounts > New Nominal Account

Open: Nominal Ledger > Nominal Accounts > Amend Nominal Account

Open: Nominal Ledger > Nominal Enquiries > View Nominal Account

• Use the Analysis Codes tab to add analysis codes to your nominal account.

How to

Set analysis codes

1. Select a nominal account and move to the Analysis Codes tab.

2. To set an analysis code, select an option from the Value column.

   • If you have set a default value, this will already be selected.

   • If you don't want to use an analysis code for this account, leave the Value blank.

   • If an analysis code is Mandatory, you must select a Value before saving the account.

   Note: If you can't see any values, then no values have been set up for this analysis code (in the Sage 200 desktop).

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Useful info

About analysis codes

Analysis codes can be used as custom fields or extra pieces of information that you can use to improve your reporting, and to compare different areas of your business.

An analysis code has two parts:

• The Name is a label that represents how you want to group your information.

• The Value is a predefined set of values for this analysis code.

To create the analysis codes and their associated values, use Maintain Analysis Codes in the Sage 200 desktop.

Reporting on your nominal accounts by analysis code

Analysis codes can be viewed or used as criteria on the following reports and lists in the Sage 200 desktop:

Report	How to use analysis codes
List of Accounts report	Use analysis codes to filter the list of accounts.
Account Analysis (Detailed) report Account Analysis (Summary) report	Filter the reports to show the balances of nominal accounts with a specified analysis code value.
Transaction Listing (Current) report Transaction Listing (Historical) report	Filter the reports to show transactions by analysis code. Use this to group and total transactions by analysis code value.
Nominal List	Add analysis codes as additional columns for instant sorting and filtering.

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Troubleshooting

Applying analysis codes to nominal accounts