Difference between revisions of "How do I create a nominal code?"
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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 already exist. | *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. | *Locate a suitable section within your Nominal Structure for your new code. | ||
| − | *Click {{ | + | *Click {{Button|Add}}. |
*In the Code Box, type in the new Nominal Code you require and press {{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 & Loss Centre and indicate the relevant flag as necessary. | *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 ( | + | *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 {{ | + | *Choose {{Button|Done}} and {{Button|Accept}}. |
| − | + | {{FAQ}}{{KB_Tags|Reconcile, Nominal, Centre}}{{ZN_Accounts}} | |
| − | {{KB_Tags|Reconcile, Nominal, Centre | ||
Revision as of 10:42, 10 October 2008
Summary
The following article explains how to set-up a new Nominal Centre.
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 (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].
