Analytic Items
The analytic ledger: every posting sliced by plan and account.
Overview
Analytic items are created automatically when a document line with an analytic distribution is posted. Each shows the date, label, analytic plan, analytic account and amount, mirroring the general ledger but sliced by cost centre, branch or project.
When to use analytic items
- You check how a branch or project is performing.
- You trace a figure in the Analytic Report.
Step by step
In the Accounting module open Accounting in the green navigation bar, then choose Analytic Items under Management.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: DATE, LABEL, PLAN, ACCOUNT, AMOUNT.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.analytic.create
- accounting.analytic.delete
- accounting.analytic.read
- accounting.analytic.update