⏱ Estimated time: 2–3 minutes
👤 Role: Admin / Finance / Management

What you'll learn

• How to update existing Analysis Groups (Income Centre Groups)

• How to add new Analysis Codes (Income Centres) to your financial structure

• How these updates affect services, retail items, and extras within EMS

When should I use this?

Keeping your financial structure up to date is important to ensure your financial reports remain accurate.

You may need to update Analysis Groups when:

• Your business structure changes

• New services, retail items, or extras are introduced

• Finance teams require additional income centres

• Your PMS interface or nominal codes change

Adding new Analysis Codes ensures that revenue can be allocated correctly within reports and integrations.

Before you start

Before creating or updating Analysis Codes, confirm the following with your finance team:

• The correct Analysis Code name

• Any required Interface Codes (for PMS integrations)

• The correct Nominal Codes (for financial exports)

• The appropriate Tax configuration

Incorrect configuration may impact financial reporting or system integrations.

Step-by-step: Updating Analysis Groups

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 list of available administration options.

3. Select the relevant Analysis Group

From the list of existing groups, click the Analysis Group you want to update.

This will open the configuration screen for that group.

4a. Add a new Analysis Code

Click + Add Code.

Complete the required setup information:

Analysis Code Name
Example:

• Spa Massage

• Facial Treatment

• Retail Skincare

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

Nominal Code
If you use EMS Financial Export, enter the correct nominal ledger code.

Tax
Select the appropriate tax option for the analysis code.

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

From the list, identify the required analysis code and update: 

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

Nominal Code
If you use EMS Financial Export, enter the correct nominal ledger code.

Tax
Select the appropriate tax option for the analysis code.

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

5. Save your changes

Click Save to commit the changes.

The new/amended Analysis Code will now be available when creating:

• Experiences / Treatments

• Retail Items

• Booking Extras

Best practice

• Review your analysis structure regularly

• Ensure new services or retail items have appropriate income centres

• Confirm nominal and interface codes with finance teams

• Keep analysis names clear and consistent

Maintaining a well-organised analysis structure helps ensure accurate financial reporting and easier reconciliation.