Divisions are the catch-all Syft term for Tracking Categories, Analysis Codes, Classes and even Projects across our integrations.

Many of our integrations offer various tools to track or allocate transactions, facilitating divisional reporting and analysis. A summary of each integration's tools and how they pull through to Syft as divisions is as follows:

Xero permits four tracking categories to be set up, of which only two can be active or unarchived. Each tracking category can then be fleshed out with numerous tracking options. Syft pulls through the two active tracking categories and all the associated tracking options.

QuickBooks Online has no specific limit as to how many classes or locations can be set up. Classes and locations are hierarchical, with the ability to have up to five levels of nested classes and locations (the parent at the top, with up to four sub-levels). Classes can be assigned to a transaction on a line by line basis or they can be assigned to the entire transaction. Meanwhile, a single location can be assigned to the entirety of each transaction.

Syft will recognize the first two levels of classes and locations, meaning only the parent and first sub-level are available for selection. Projects will also pull through to Syft as divisions.
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Sage Business Cloud Accounting allows users to specify up to 3 analysis codes and each analysis code can have multiple analysis categories as options. Any transaction in Sage may be assigned an analysis category for each analysis code. Within Syft, users may choose a mix of analysis categories from which to filter as divisions.

As one of our premium integrations options, Sage Intacct entities on Syft leverage divisions to provide a wealth of analysis and reporting options. Each of the dimensions in your Sage Intacct entities are recognized as divisions and available for selection.

As transactions can be assigned to multiple divisions (up to two tracking categories in Xero, a class and a location in QuickBooks Online and up to three analysis codes in Sage Business Cloud Accounting), there are two options available when choosing certain combinations of divisions. "Exact divisions" will contain only the transactions that have all of the chosen divisions assigned, as this option identifies the intersect. "Any divisions" will contain transactions that feature at least one of the chosen divisions assigned, as this option identifies the union.

Syft will create a division called 'Unallocated', for all transactions that have not been assigned a division in the underlying division. This is great for when you need a full divisional breakdown of your financials, as the inclusion of the unallocated division will ensure that the summation of your divisional values will tie back to the total expected value.

You can create a Profit & Loss (P&L) report segmented by tracking category in just a few steps:

Filtering by divisions is available for use in the following features in Syft:

Additionally, divisions can also be incorporated into advanced analysis by generating new divisional entities or segments, using the Add Entity feature and filtering based on your desired tracking categories.

Any modifications to a report's layout, such as renaming or reordering categories, will be synchronized across all reports using that specific layout. This ensures consistency and saves time when managing multiple reports.