/ /
Org ConstructsCategorize transactions with customizable organizational labels to gain deeper insights across different parts of your business.
Updated 9 months ago

Overview

Custom reporting tags are flexible identifiers you can rename and customize to match your organization's accounting structure. You can set nicknames for business units and cost centres according to your organization's specific nomenclature, allowing for familiar terminology across your financial system. These organizational constructs function as reporting tags within Zoho and can be applied at the individual transaction line item level for granular financial analysis.

Organization Constructs Mapping

Our system features five reporting tags as part of the organizational structure: Cost Centre (CC), Business Unit (BU), Management Centre (MC), Branch, and Department. Below are the mapping details between our system and integrated accounting platforms:

Zoho Mapping

Reporting tag

Maps to in Zoho

Customizable

Can be chosen at

Cost centre

Reporting Tag

Yes

Line item

Business Unit

Reporting Tag

Yes

Line item

Mysa Category

Mysa Category

No

Line item

Branch

Branch

No

Bill level

Department

Department

No

Bill level;

Tally Mapping

Reporting Tag

Maps to in Tally

Cost centre

Cost Centre

Business Unit

--

Mysa Category

Mysa Category

Branch

GST Registration

Department

--

Note: Reporting tags without mappings (marked as "--") are not supported in the respective accounting system.

Nicknames

Enhanced Reporting Capabilities

These reporting tags represent a powerful feature that supercharges your financial analysis by enabling:

Multi-dimensional reporting - Analyse transactions across multiple organizational dimensions simultaneously

Granular visibility - Drill down to specific operational segments for precise performance assessment

Custom hierarchies - Build reporting structures that perfectly match your business logic

Cross-sectional analysis - Compare performance across different organizational units

Flexible filtering - Generate targeted reports based on any combination of tags

By applying these tags at the transaction line-item level, you gain unprecedented insights into your business operations. This granularity allows you to make informed decisions based on detailed financial data that accurately reflects your organizational structure and business activities.

Below are the way to create the reporting tags (Orf Construct in Mysa)

Create Business Unit

Create Cost Centres

Create Business Unit

Create Branches

Mysa Categories

Was this article helpful?