How do I add additional nominal codes or update existing ones?
Important Note:
- When setting up the integration, your nominal codes are automatically imported into Commusoft, so you should check that the nominal codes are set up correctly in your package before you integrate.
- Please read the Overview article before proceeding if you are setting up the integration: Sage Business Cloud Accounting: Overview
Commusoft supports three types of nominal codes. Below is the name in each package, the 'Category' in Sage Accounting must be set correctly for it to appear in the dropdown box on Commusoft.
Locating the Sales or Expenses nominal code in Sage Business Cloud Accounting
Follow the steps below or click here to watch a video.
1. Sage Accounting > Settings > Chart of Accounts
2. Search for the code or select a category > Left-click the code required from the list.
3. A pop-up box appears > Note the number under "Nominal Code.'
Locating the Bank nominal code in Sage Business Cloud Accounting
Follow the steps below or click here to watch a video.
1. Sage Business Cloud Accounting > Banking
2. Click on the required Bank Account
3. Locate the URL on your browser > Note the number at the end, this is your Bank nominal code.
How do I link a new nominal code? (If the code does not exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Add a Nominal Account > Fill the required details out in the side panel
- 'Nominal account type' - select the required type from the dropdown
- 'Description' - copy/paste the display name from Sage Accounting
- 'Third-party accounting code' - select the Sage Accounting Nominal Code from the dropdown box.
3. Select the relevant code in the Third-party accounting code dropdown > Save
How do I link an existing Nominal Code? (If the code does exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Click 'Edit' on the right for the nominal group you wish to amend > Edit as required in the side panel > Save
3. Select the relevant code in the Third-party accounting code dropdown > Save