How to create analytic tags in accounting app?
To create analytic tags in Metro ERP's Accounting App, follow these steps:
Analytic tags in Metro ERP are customizable labels used within the Accounting module to categorize and analyze financial transactions with greater precision. They allow you to tag invoices, bills, and journal entries, enabling detailed tracking of costs and revenues by specific criteria such as projects, departments, or campaigns. This flexible categorization enhances financial reporting and analysis, making it easier to gain insights into various aspects of your business operations.
1) Go to the 'Accounting' module.
2) Setting Up Analytic Tags :
- Go to Accounting > Configuration > Settings.
- Under the Analytic Accounting section, ensure the checkbox for Analytic Accounting is checked. (Enable Analytic Accounting)
- Also, Enable Analytic Accounting
- Now, click save.
3) Create Analytic Tags:
Navigate to Accounting > Configuration > Analytic Tags.