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Analysis code extension

 

Analysis Code Extensions

 

There are standard Analysis Codes within each section that SSAFA stipulate should be

used. It may be the case in some circumstances that there are exceptional items of income or

expenditure that do not fit into one of these Analysis Codes. In that case a facility is provided in the

FMS for the user to create additional Analysis Codes in a section.

 

As a note of caution, it is important to be sure that one of the existing Analysis Codes cannot be used

for the item of income or expenditure before creating an Analysis Code Extension. Using the standard

Analysis Codes ensures that all income and expenditure is categorised and consolidated consistently

in SSAFA. Adding an Analysis Code unnecessarily (e.g. using a new code for a fund

raising event) will distort the final figures for the Association.

 

 

Select the Accounting Year (will default to current)

 

NOTE: When a new financial year is created by Central Office the previous years Analysis Code

extension will be copied into the new year, which you can now amend accordingly.

 

 

 

 

 

Enter details: (All fields are mandatory)

 

Select Fund Type from the dropdown list

Select Fund Sections from the dropdown list

 

*Note - this will only display sections that have been designated as allowing extensions.

 

Enter an alpha code (O-Z). Note the code must not already exist for this section.

Enter a description

 

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