Difference between revisions of "How do I create a nominal code?"
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Tim Laundon (talk | contribs) (New page: {{Review}} == Sumamry == The following explains how you setup a new Nominal Centre within Platinum. == More Information == Get into "Nominal Ledger" -> "Maintenance Options" -> "Centre Ma...) |
Jeremy Shave (talk | contribs) |
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== More Information == | == More Information == | ||
Get into "Nominal Ledger" -> "Maintenance Options" -> "Centre Maintenance" -> "Insert/Amend/Delete Centres" | Get into "Nominal Ledger" -> "Maintenance Options" -> "Centre Maintenance" -> "Insert/Amend/Delete Centres" | ||
| − | *First of all, perform a search to check that the code you wish to create does not exist | + | *First of all, perform a search to check that the code you wish to create does not already exist. |
| − | *Locate a suitable section | + | *Locate a suitable section within your Nominal Structure for your new code. |
*Click {{KeyPress|Add}} | *Click {{KeyPress|Add}} | ||
| − | *In the Code Box, type in the new Nominal Code you require and {{KeyPress|Enter}} | + | *In the Code Box, type in the new Nominal Code you require and press {{KeyPress|Enter}} |
*Type in a suitable description. | *Type in a suitable description. | ||
| − | *Choose whether the code is a Balance Sheet or Profit | + | *Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary. |
| − | *If this centre is to be reconciled (eg, | + | *If this centre is to be reconciled (eg, 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 {{KeyPress|Done}} and {{KeyPress|Accept}} | *Choose {{KeyPress|Done}} and {{KeyPress|Accept}} | ||
{{KB_Tags|Reconcile, Nominal}} | {{KB_Tags|Reconcile, Nominal}} | ||
Revision as of 14:07, 6 October 2008
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Sumamry
The following explains how you setup a new Nominal Centre within Platinum.
More Information
Get into "Nominal Ledger" -> "Maintenance Options" -> "Centre Maintenance" -> "Insert/Amend/Delete Centres"
- First of all, perform a search to check that the code you wish to create does not already exist.
- Locate a suitable section within your Nominal Structure for your new code.
- Click <Add>
- In the Code Box, type in the new Nominal Code you require and press <Enter>
- Type in a suitable description.
- Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary.
- If this centre is to be reconciled (eg, 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>
