Hello, can one seperate customers of different locations with the use of Analysis Codes?

Hi Awele,

This would depend on what you'd like to see in terms of reporting.

Analysis codes allow you to view reporting based on your incomes and expenses (Profit and loss).

Would you be invoicing the various customers separately?

Yes. I wanted to know if its possible to categorize customers at the point of creation using analysis codes. I initially wanted to use location category but when I decided to use Analysis codes, I expected to see an option where I am supposed to pick the reporting branch for each customer added.

Hi Awele,

Once created the Analysis Codes are only allocated at transaction level and not masterfile (customer) level. So they aren't allocated to specific customers but rather specific transactions which would affect the profit and loss (eg Invoices). 

Very clear now. Thanks a lot. Would definitely get back if I need more clarity on more functions. Thank you.

Hello Kay, how do I enter my end of year balances from last year into my new sage solution? Does Sage Business cloud have charts of accounts anywhere? Thank you.

Hi Awele,

To enter your end of year balances you will go to:

• Company
• Opening Balances

Your chart of accounts can be see on this as well but for the actual chart of accounts you will go to:

• Accounts
• Lists
• List of Accounts

Kind Regards.

Thanks a lot for the prompt response