Analysis codes (nominal account)

Find this screen

Open: Nominal > Create & Amend Accounts > New Nominal Account

Open: Nominal > Create & Amend Accounts > Amend Nominal Account

Open: Nominal > 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.

   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.

You can have 20 analysis codes for each area.

An analysis code has two parts:

• A code Name or Field Label.

  This is a label that tells you what information the analysis code will be used for, so you know what information to enter. For example, if you want a breakdown of your sales by region, you might create a code label of Region.

• A Value.

  The value is information that you want to record for the analysis code. The value can be chosen from predefined values that you set up for the analysis code. For example, if you have created an analysis code of Region, the values could be South East, South West, Midlands, Wales.

To create the analysis codes and their associated values, use 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:

How to use analysis codes in reports and lists

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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Questions

No values available for an analysis code?

If you don't see any values listed for an analysis code, that's because predefined values haven't been set for that analysis code yet.

You can set up values for the analysis codes on the Analysis Codes screen in the Sage 200 desktop (Settings > Organisational and Financial > Analysis Codes).

Can't enter a free text value or add a new value?

Wrong value is selected by default?

If the wrong Value is always selected by default for an analysis code, then you can change this by setting a different value as the Default.

If the predefined Value itself is incorrect, then you can also change this by adding or updating a Value for the analysis code.

You can change values and settings for analysis codes on the Analysis Codes screen in the Sage 200 desktop (Settings > Organisational and Financial > Analysis Codes).