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Analysis code extension - add new

 

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.

 

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