Analysis Code Maintenance

Use this form to set up your Cash Management analysis codes, and categorise them as either Income or Expense. Analysis codes group transactions for cash flow reporting. They are assigned when you enter a transaction for all transactions involving a bank account. Codes default to transaction entry forms from the Module Control form, although you can change them.

You can also set up budgets for analysis codes, so that you can report on actual transactions versus budget transactions at an analysis code level.

To set up an analysis code, enter a unique Code and Description, and specify whether the code relates to Income or to an Expense. Greentree Desktop adds the new code to the table on the left side of the form.

To report on transactions for analysis codes, use the Analysis Listing report.