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 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 nominal code in Sage 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'.
Adding a new nominal code into Commusoft
Follow the steps below or click here to watch a video.
1. Commusoft > System settings > Nominal accounts
2. On the left under 'Add a nominal account' complete the required fields:
- 'Type of nominal' - 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. Click 'Add nominal account' to save, you will now see the nominal code in the list on the left.
Linking/Updating an existing nominal code
Follow the steps below or click here to watch a video.
1. Commusoft > System settings > Nominal accounts
2. On the right under 'Existing nominal accounts', click 'Edit' next to the nominal account you want to edit.
- 'Description' - update if required.
- 'Third-party accounting code' - select the Sage Accounting Nominal code from the dropdown box.
3. Click 'Save nominal account'.