Branches and Sectors are set within the Reference Data menu under Branch/Sector entry. Assignment Categories are created under the Reference Data Menu 'Assignment Categories'. Branches/Sectors & Assignment Categories are for reporting purposes, the data does not flow through to Sales Invoices or Purchase Invoices.
This example shows how a Branch is entered:
The Cost Centre is used as a reference and usually relates to your accounts nominal coding. The Cost Centre may be important in the analysis detail shown on your exports/reports so you must ensure this information is entered accurately if this is a key part of your process.
Sectors are entered in a similar way from the Sector Entry area.
Once in place they can be set on assignments on the Categories page within Assignment Entry:
The example above shows further analysis items of Assignment Categories plus 'Team' and 'Division' - these have been added in the Assignment Categories area of the Reference Data menu and can be purely custom as per your specific requirements. Assignment Categories will populate through to the following ETZ reports only:
Assignment Export (Available from the main Assignment Entry screen)
The following reports are under the 'Reports' menu on the ETZ dashboard:
Multi Batch Pay Bill Report
Unbatched Timesheets for Payment Report
Unbatched Timesheets for Billing Report
Pay Bill Outstanding Timesheet Report
Unprocessed Timesheets Report
Forecast Revenue Report
Split Margin Report
Split Margin V2 Report
Assignment Summary Report
Example Assignment Categories:
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