T Analyst

New accounts can be identified and assigned to a hierarchy in T Analyst.

• From the home page, select the setup tab.
• Go to hierarchies and select manage accounts and services.
• Select Accounts to identify any new accounts from the “display drop down”.
• New accounts will show under path as “unallocated”,
• To assign accounts to hierarchy, select accounts, and then click “move”.
• Click on drop down menu to select destination where account is to be assigned.
• Select Ok to confirm account move.
• Accounts will now appear under new destination path.

**NOTE:

When assigning an account, all service attached to that account will also be assigned to the selected destination.

If you need to assign individual services across multiple cost centres, it is recommended to assign account to top level (corporate).  This will then allow you to select services you wish to assign to each specific cost centre.

New services can be identified and assigned to a hierarchy/cost centres in T Analyst.

Services can only be assigned if the account has already been assigned to the Hierarchy. 

• From the home page, select the Setup tab.
• Go to hierarchies and select manage accounts and services.
• Select “services” to identify any new services from the “display” drop down.
• New services will show under path as “corporate”
• To assign services to the cost centres, select service, and then click “move”.
• Click on drop down menu to select destination where account is to be assigned.
• Select Ok to confirm service move.
• Service will now appear under new destination path.

• Go to setup tab.
• Select manage accounts/services.
• Select to view services from “display” drop down menu.
• Select services you wish to add a description against.
• Edit description 1 and description 2.
• Select Save.
• New descriptions will be displayed against services.

To display service descriptions in a report, please make sure fields “service description 1 and 2” have been added to your report