Analysis types

You can create analysis types in Sage One to help you analyse your accounts in more detail. For example, you can monitor costs and assess the profitability of departments in your company, or run an aged debtors report for a specific group of customers.

Transaction Analysis

Use this option to add analysis types to transactions such as invoices and payments. The following analysis types are available, which you can amend if required, or create your own.

Type Examples of use
Department Sales divisions, regional sales.
Cost centre Business locations.
Project A specific job or planned work.

Within each analysis type, you can create as many of your own categories as you want and select the areas of Sage One you want the analysis types to be available when you enter certain transactions. The active areas are:

  • Sales invoices and credit notes
  • Purchase invoices and credit notes
  • Bank payment and receipts
  • Journals

For example, you might want to allocate a project reference to your sales, purchases and bank transactions but not journals. Once you’ve created your analysis categories, you can then use them when posting transactions and when running reports.

You can apply transaction analysis types to invoice line items, quick entries and ledger entries of other payments and other receipts. You can’t apply analysis types to bank, trade debtors or creditors values of these transactions.

You can filter the following reports for a transaction analysis type:

Group Analysis

You can use this option to add analysis types to your customer, supplier, stock, non-stock and service records.

For example, you might want to group your customers by region. You can also customise the analysis types if required, so instead of customer groups, you may want a group for sales agents, or analyse your sales for a marketing campaign.

You can filter the following reports for a group analysis type:

You can also refine the Customers, Suppliers, and Products & Services lists to show records allocated to a particular group.

To create your analysis types and categories

  • 1. Go to the Settings tab.
  • 2. Under Financial Settings, click Analysis Types.
  • 3. Click either the Transaction Analysis tab, or the Group Analysis tab.
  • 4. Click the relevant analysis type.

If necessary, you can amend the analysis type description. To do this, simply click the type you want to change, enter your own description then click Save.

  • 5. If required amend the code and name of the first category. Then repeat as necessary.
  • If you want to enter more than three categories, on the next available line, enter a code and name.
  • To delete a category, click the delete button .

If a category has been previously used on a transaction or record, a tick appears in the In use? column. You can’t delete a category if it’s in use. If it’s been used on a transaction, we recommend changing the name to Not in use. If it’s a group category, you can remove it from the relevant record, then delete it.

  • 6. Under Active Areas for this Analysis Type, select the relevant check boxes.
  • 7. Click Save.

You need to save the changes to each analysis type individually.

  • 8. Repeat steps 2 to 5 for any other analysis types and categories you want create.

You’ve successfully created your analysis types. If you created a transaction analysis type, when you post a transaction, you’ve the option of selecting the relevant category. If you created a group analysis type, you need to allocate it to the relevant records.

To allocate a transaction analysis category

To an invoice or credit note

  • 1. Complete the details as normal.
  • 2. Point to the total value, then click the chevrons next to the value in the Total column.
  • 3. From the drop-down menu select the relevant category for your transaction analysis type.
  • 4. Once you complete all the details, click Save.

To an other payment, other receipt or journal

  • From the Department, Cost Centre or Project drop-down menus, select the relevant category.

To allocate a group analysis category

To a customer or supplier record

  • 1. Go to the Contacts tab, then click the relevant record.
  • 2. Click the Options tab.
  • 3. Under Analysis Types, click the edit button Error: S3 Image cannot be found edit.
  • 4. Click the required group, then click Save.

To a stock, non-stock or service record

  • 1. Go to the Products & Services tab, then click the relevant record.
  • 2. Click Edit.
  • 3. Under Additional Information, choose the required group.
  • 4. Click Save.

The Analysis option is only available if you’ve already created your analysis groups.

To delete an analysis category

You can’t delete a category if it’s in use. If it’s been used on a transaction, we recommend changing the name to not in use.
If it’s a group category, you can remove it from the relevant record by following the steps in the previous section and changing the analysis to None, then follow the steps below.

  • 1. Go to the Settings tab.
  • 2. Under Financial Settings, click Analysis Types.
  • 3. Click either the Transaction Analysis tab, or the Group Analysis tab.
  • 4. Click the relevant analysis type.
  • 5. Click the delete button next to the category you want to remove.
  • 6. Click Save.

If you want to remove an analysis type from use, clear the check boxes in Active Areas for this Analysis Type, then click Save.

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