Analyzing applied entries

When reviewing a payment suggestion, you may want to see the total amount being paid to each payee or account without exporting data or creating a separate report. The Applied Entries page includes predefined analysis views that let you summarize payment data directly within Business Central.

These analysis views help you:

• Get a quick overview of payment amounts by account.
• Verify totals before creating a payment file.
• Analyze payment suggestions without exporting data to Excel.
• Customize the analysis if your organization needs additional fields or groupings.

Continia Banking provides two predefined analysis views on the Applied Entries page:

• (Continia Banking -) Sum per account - groups applied entries by Account Type and Account No. and calculates the total Amount to Pay for each account. Use this view to quickly verify how much is being paid to each payee or account.
• (Continia Banking -) Sum per status - groups applied entries by status and calculates the total Amount to Pay for each status. Use this view to review payment amounts across different processing stages and identify entries that require attention.

Enter quick analysis view from the Applied Entries page

Use the predefined analysis views on the Applied Entries page to summarize payment data and gain insights without exporting data to Excel or running a report.

To see the analysis view from a payment suggestion:

1. Open the Applied Entries page from a payment suggestion.
2. On the action bar, click Enter analysis mode.
3. Select the analysis view that you want to use.

Enter quick analysis view from the payment journal

Use the predefined analysis views on the Payment Journal page to analyze payment lines and review payment information directly in Business Central.

To use the analysis view from the payment journal:

1. Open the payment journal.
2. On the action bar, click Enter analysis mode.
3. Select the analysis view that you want to use.

Customize an analysis view

The predefined analysis views are intended as starting points. If you need additional fields, different groupings, or other calculations, you can create a copy of a view and modify it according to your requirements.

For information about working with Analysis mode in Business Central, see the Microsoft documentation on analysis views.