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Create an Analysis tag
Features of Analysis Tags
Analysis Tags

Supplement your coding with another level of analysis.

Brian Carolan avatar
Written by Brian Carolan
Updated yesterday

You can use Tags to analyse your transactions in AccountsPrep. This feature is optional but gives you an extra dimension for your management reporting.

With Analysis Tags you can define your own set of custom tags, and use them in addition to Chart of Accounts Codes and Tax Codes.

Create an Analysis tag

  1. Go to Settings > Analysis Tags

  2. Toggle the - Analysis Tags Enabled - button to activate the feature.

  3. You can then set up your tags to customise the Name, Description.

  4. Click Add tag to add more.

Features of Analysis Tags

  • Nominate a default Analysis Tag

  • Mark Analysis Tags as active or inactive

  • Quick-code Analysis Tags (like with Account and Tax Codes)

  • Include Analysis Tags in Single Journals

  • Run reports filtered by Analysis Tag

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