Difference between revisions of "How do I create a nominal code?"
From Catalyst
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== More Information == | == More Information == | ||
| − | + | Go into {{Menu|Accounts\Systems|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}. | |
{{Note|text=You may wish to view a list of your current Nominal Centres to decide what your new code should be and where it should sit within your current {{NL}} Structure. You should be aware of the structure used to create your nominal codes - for example if you have a multi-site operation, a certain part of the nominal code will be used to indicate the site automatically.}} | {{Note|text=You may wish to view a list of your current Nominal Centres to decide what your new code should be and where it should sit within your current {{NL}} Structure. You should be aware of the structure used to create your nominal codes - for example if you have a multi-site operation, a certain part of the nominal code will be used to indicate the site automatically.}} | ||
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* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* In {{DataPrompt|Code}} enter the new {{NL}} Code you require (up to 6 characters) and press {{KeyPress|Enter}}. Please be aware of the structure required. | * In {{DataPrompt|Code}} enter the new {{NL}} Code you require (up to 6 characters) and press {{KeyPress|Enter}}. Please be aware of the structure required. | ||
| + | {{Note|title=Note|text=Codes from Z950 upwards are reserved for the system and cannot be used when creating a new code.}} | ||
* Type in a suitable description. | * Type in a suitable description. | ||
* Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary - click [[How do I Print a List of Nominal Centres?#What do the Letters mean on the Nominal Centre List?|here]] for descriptions of these indicators. | * Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary - click [[How do I Print a List of Nominal Centres?#What do the Letters mean on the Nominal Centre List?|here]] for descriptions of these indicators. | ||
Revision as of 14:06, 25 April 2016
Summary
The following article explains how to set-up a new Nominal Ledger Centre.
More Information
Go into " Accounts\Systems Nominal Ledger Maintenance Options Centre Maintenance Insert/Amend/Delete Centres".
 | You may wish to view a list of your current Nominal Centres to decide what your new code should be and where it should sit within your current Nominal Ledger Structure. You should be aware of the structure used to create your nominal codes - for example if you have a multi-site operation, a certain part of the nominal code will be used to indicate the site automatically. |
- Click [List] to view all centres. As you move down the list you will see the "Type" of centre is shown on the right of the screen - Click here to see what categories are.
- In the "Filter on" field, type part of the name of your new Centre to check that it does not already exist. Click [Search].
When you are ready to add your new Centre:
- Click [Add].
- In "Code" enter the new Nominal Ledger Code you require (up to 6 characters) and press <Enter>. Please be aware of the structure required.
| Note: Codes from Z950 upwards are reserved for the system and cannot be used when creating a new code. |
- Type in a suitable description.
- Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary - click here for descriptions of these indicators.
- If this centre is to be reconciled (e.g. it's a bank account or any other centre that needs to be reconciled through the Bank Reconciliation) then place a tick in the "Reconciled?" box.
- Choose [Done] and [Accept].
See also
- What is a Nominal Code?
- How do I Create a Nominal Group?
- How do I Apply a Nominal Group to a Nominal Centre?
- How do I Set a Nominal Centre to be Reconciled?
- How do I Print a List of Nominal Centres?
- How do I Create a Sales or Purchase Centre?
- How do I Search for a Nominal Centre?
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