How do I add analysis categories?

Click ‘Setup’.

Click ‘Analysis Categories’.

Click ‘Yes’.

Highlight the book/bank that you want to add analysis categories to.

Click into the topmost blank ‘Category’ and type the category you want.

If it shows a ‘Nom A/C’s’ column to the right, press F7 to bring up the nominal list to select a nominal code. Note: You can add a nominal from that screen also, and then select it if you wish. Once the nominal account is selected, tab into the next blank category.

If there is no ‘Nom A/Cs’ column on the screen, just tab from the category you added into the next category.

If you want to add another category to that book/bank, locate the next topmost blank category repeat the steps.

If you want to add a category to another book/bank, select the relevant book/bank and repeat the steps.

Once you are happy with the category(s) added, click ‘Save’.