Add new Analysis Code Extensions
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.