Code and Description

Code - each Statistic Type requires a unique code of up to five characters; a short but meaningful code is best.
Description - enter a description for the Statistic Type; this should easily identify the Statistic Type.

Active

Tick the checkbox where the Statistic Type is active.

Statistic Class

Client Statistic Classes are categorised as Income, Expense, Asset or Liability items.

Asset	Assets are any items of economic value owned by the client, especially those which could be converted to cash. Examples include cash from bank accounts, a house, a motor vehicle and other personal property.
Expense	Expenses are costs incurred by the client, e.g. Insurance, Rates and Motor Vehicle expenses.
Income	Income is monies earned through employment and investments, e.g. Wages or Salary earned.
Liability	Liabilities are the Client's financial obligations, or Debts. Examples include Mortgages, Credit Cards and Hire Purchase agreements.

Group

This is normally used as a 'Sub-Class', e.g. Wages vs Interest vs Other Income, but can be used for other purposes. In order to select an option, an Information List must be selected in the 'Analysis' option (further down the page).

Information Lists

Analysis

When entering a Client Statistic in the Client Statistics wizard you can enter the Analysis value based upon Information Lists.

The column will only appear in Client Statistics grid if there is one or more Statistic Type with an Information List defined.

Select the Information list if required.

This list is defined by the StatTypeGroupIncome, StatTypeGroupExpense, StatTypeGroupAsset, StatTypeGroupLiability Information List.

Verification Level required for this Statistic

Verification

Select the default verification level required.

None	No action required.
Mandatory	The Statistic must be verified when adding a new Statistic Set.
Optional	It is optional whether the Statistic is verified or not.

Additional Verification Information

For the Button, Verify Verify button to display at the end of adding or editing the Client Statistics, go to Global Settings, Clients, General page and select the 'Client Statistics defaults' as Verification And Approval.
Use the Verification level above to determine whether this is Mandatory or Optional; once verified, the item cannot be edited - you will need to un-verify the Statistics Set to edit.

If the above setting is switched on within Global Settings, each Statistic line will also have the option or requirement to verify before being able to complete the Statistics set.
These are set for each Statistic Type within menu option, Admin, Statistic Types, General page, Verification.

The following symbols are shown in various places:

	This icon shows that the line requires Verifying and that this is Optional.
	This icon shows that the line requires Verifying and that this is Mandatory.
	This icon shows that the line has been Verified.
	Use this button to Verify the line highlighted in the block above.
	Use this button to Un-verify the line highlighted in the block above.