⏱ Estimated time: 3–5 minutes
👤 Role: Admin / Finance / Management

What you'll learn

• How to create Analysis Groups (Income Centre Groups)

• How to configure Analysis Codes (Income Centres)

• How analysis structures support financial reporting and PMS integrations

When should I use this?

Analysis Groups are a key part of your financial structure within EMS.

They allow you to organise revenue into logical groups and assign Analysis Codes (Income Centres) to specific services, retail items, or bookings.

You may need to create new Analysis Groups when:

• A new business area is introduced

• Finance teams need more detailed revenue reporting

• Your PMS or finance export structure changes

• New services or retail categories are added

Example structure:

Before you start

Before creating analysis groups or codes, confirm with your finance team:

• The correct Income Centre structure

• Required Interface Codes (for PMS integrations)

• Required Nominal Codes (for finance exports)

• The correct tax configuration

Incorrect configuration may affect financial reporting and integrations.

Step-by-step: Creating an Analysis Group

1. Open the Administration panel

Click Settings in the navigation menu to open the Administration area.

2. Navigate to Analysis Groups

Select Analysis Groups (Income Groups) from the available administration options.

3. Add a new Analysis Group

Click + Add New to create a new Analysis Group.

4. Complete the Analysis Group form

Enter the following information:

Group Name
Enter the name of the analysis group.

Example:

• Spa Treatments

• Retail Sales

• Food & Beverage

Department
Select the relevant department this group belongs to.

Example:

• Spa

• Retail

• Leisure

5. Save the Analysis Group

Click Save to create the group.

Once saved, you can begin adding Analysis Codes (Income Centres).

Adding Analysis Codes (Income Centres)

After creating the Analysis Group, you can configure the individual Analysis Codes.

1. Add a new code

Click + Add Code within the Analysis Group.

2. Complete the Analysis Code setup

Enter the following details:

Analysis Code Name
Enter the specific income centre name.

Example:

• Spa Massage

• Express Facial

• Retail Skincare

Interface Code
If your EMS system is connected to a Property Management System (PMS), enter the relevant Interface Code.

This ensures transactions post correctly between systems.

If unsure, consult your finance or PMS administrator.

Nominal Code
If you use EMS Financial Export, enter the correct Nominal Ledger Code used by your accounting system.

Tax

Select the relevant tax option for the analysis code.

⚠ Important:
If this field is left blank, no tax will be applied to transactions using this analysis code.

Always ensure the correct tax option is selected.

3. Add additional analysis codes

Click + Add Code to create additional income centres within the group.

Repeat the configuration process for each code required.

4. Save your configuration

Once all analysis codes have been added:

Click Save to apply your changes.

Best practice

• Structure analysis groups by business area

• Keep analysis codes clear and descriptive

• Confirm nominal and interface codes with finance teams

• Ensure tax settings are correct before using the codes in live transactions

A well-structured analysis setup will make financial reporting and reconciliation much easier.