In this video, learn how to analyze costs and revenue for any use case with analytic accounting.
1. How can I partially link a financial transaction to one or multiple analytic accounts?
There is no use in having only a part of a value linked to an analytic account. By modifying the posted entries and adding a percentage value next to the analytic account field. When adding an analytic account to the financial transaction, by opening the external link and adding the required percentage value. By creating an analytic tag, selecting the "Analytic Distribution" option and adding the required analytic accounts and their percentages.
2. How can I have my working time automatically recorded as a value in an analytic account?
With the Project and Timesheets apps installed, any new project will also create a new analytic account. Based on the recorded timesheets and the employee's costs, an amount will automatically be recorded in this analytic account. At the creation of a task, the employee has to indicate for which analytic account his work is related. Every time a timesheet is recorded, the employee has to indicate for which analytic account his work is related. Timesheet reports must be generated manually in Project. These reports are automatically synced with Accounting.