Transaction Analysis

  1. Click the Transaction Analysis tab in the Chart of Accounts (COA) dialog.
  2. Specify this information:
    Enter Analysis 1-10

    Up to ten analysis dimension codes can be entered on a transaction. You can determine the transaction input rules for each dimension, for this account. Three options are available for each transaction analysis dimension:

    • Optional

      Uses the transaction analysis input rules defined for the Journal Type when transactions are being entered for this account.

    • Mandatory

      Forces a valid analysis code for the dimension to be entered on transactions for this account. The analysis code is requested during Ledger Entry (LEN), regardless of the rules set in Journal Types (JNT). This also applies to validation during Ledger Import (LIM) and when amending analysis codes on Account Allocations (ACA).

    • Prohibited

      Prevents an analysis code being entered for the dimension on a transaction for this account. This also overrides any rules set in Journal Types (JNT).

  3. Save your changes.
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