4.0 How To Set-up Analytic Accounting

1. Click on Accounting
2. Click on Configuration
3. Click on Settings
4. Search Analytics
5. Click on Save
6. Click on Configuration
7. Click on Analytic Accounts
8. List of Analytic accounts
9. Click on Configuration
10. Click on Analytic Plans
11. Click on New
12. Type "Utilities"
13. Select Optional from Default Applicability
14. Click on Color
15. Click on Add a line
16. Select the relevant domains
17. Filling in restricts the accounts able to be added
Financial Accounts prefix is based on Account Codes
18. Filling in restricts the Products able to be added
19. Same as above. Select Optional makes the analytics optional
20. Click on Blue
21. Click on Analytic Accounts
22. Click on New
23. Fill in relevant Analytic accounts
For Example, Electricity & rent will be created
24. Creating the analytic account from within the plan automatically selects the plan. Amendable
25. Select a relevant customer if they are specific
26. Repeat of step 22-24

Creating a bill with analytics

27. Click on Bills
28. Click on New
29. Select relevant product
30. Select Analytic distribution
31. Multiple can be selected
32. percentage assigned to distribute the cost across bill account
33. Click on Confirm
34. Details of the product with the analytic Items

Applying Analytic accounts to already posted invoices

35. Click on Accounting
36. Click on Journal Items
37. Search the relevant details of the entries
For example, Vendor & Account code
38. Uncheck on
39. Click on Analytic Column
40. Select the relevant analytic account
41. Click on Close
42. Click on Confirm

Reviewing all the analytic items

43. Click on Accounting
44. Click on Analytic Items
45. Search relevant properties
For example, analytic plan "Utilities"
46. Switch the pivot mode for easier viewing
47. Pivot Table of analytic accounts in Utility plans