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Definition

An analytic account is a value within an analytic plan, such as Marketing in the Department plan or Project A in the Project plan. You assign analytic accounts to invoice lines and journal entry lines to give them a business context.

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Purpose

  • Tag revenues and expenses with a business context.
  • Report amounts per department, project or other dimension.

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Structure

Each analytic account has:
  • An identifier (id)
  • A code (code). Some accounting software requires a unique code
  • A name (name)
  • An active flag (active). On creation, the default is true
  • A currency (currency)
  • On read only: the amounts booked on the account (debit, credit, balance)
  • In multiple plans mode: the plan (analytic_plan)
On creation, code, name and currency are required.

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Relationships

  • Each analytic account belongs to an analytic plan. With the default plan endpoints, it belongs to the default plan. With the multiple plans endpoints, analytic_plan gives the plan.
  • Invoice lines and journal entry lines reference analytic accounts:
    • Default plan: one analytic account per line, in analytic_account.
    • Multiple plans: a list of plans in analytic_distribution. Each plan (analytic_plan) has analytic accounts (analytic_account) with a percentage of the untaxed amount.
  • Percentages are whole numbers. In each plan, they must total 100.
  • When you create a journal entry, lines always use analytic_distribution.
  • Financial entries have no analytic accounts.
  • To choose between default plan and multiple plans endpoints, see Single and multiple analytic plans.

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API endpoints

Not every accounting software supports every analytic account endpoint. Creating and updating analytic accounts has limited support. Check the coverage matrix.