Analyzing applied entries
When you review a payment suggestion, you may want to see the total amount to pay per account. Analysis mode lets you summarize payment data directly in Business Central, without exporting data or building a separate report.
Continia Banking provides predefined analysis views on the Applied Entries page and the Payment Journal page. You can use these views as they are, or copy them and add the fields you need.
Note
To use the quick analysis views, you need Advanced Mode.
Predefined analysis views
Applied Entries page
| View | Description |
|---|---|
| Sum per Account | Groups applied entries by account type and account number, and shows the total amount to pay per account. |
| Sum per Status | Groups applied entries by status. |
Payment Journal page
| View | Description |
|---|---|
| Sum per Bank Account | Groups payment journal lines by bank account. |
| Sum per Status | Groups payment journal lines by status. |
To analyze applied entries
- From a payment suggestion, open the Applied Entries page.
- Turn on the Analyze toggle.
- Select Sum per Account or Sum per Status.
To analyze the payment journal
- Open the payment journal.
- Turn on the Analyze toggle.
- Select Sum per Bank Account or Sum per Status.
To customize an analysis view
If you need more fields, copy a predefined view and modify the copy.
For information about working with Analysis mode in Business Central, see the Microsoft documentation on analysis views.