How to Create a New Analysis Code in the Jobs Module
To set up a new Analysis Code in the Jobs Module, follow these steps:
1. Create a Nominal Code
Navigate to: Current Year > Nominal > Chart of Accounts
Click the ➕ (Add) button to create a new Nominal Code.
2. Create an Analysis Code
Go to: Support > Jobs > Analysis
Press the ➕ (Add) button to create a new Analysis Code.
3. Link Nominal Code to Analysis Code
Ensure the newly created Nominal Code is linked to the relevant Analysis Code.
4. Link Analysis Code to Department (optional; recommended for best results)
Go to: Support > Jobs > Analysis by Department
Link the appropriate Analysis Code to the corresponding Department.
Additional Information
If a Job has already been created, you must manually add the new Analysis Code to the Job via the Analysis tab.