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: FreeAgent: Overview
Commusoft supports three types of nominal codes each one requires a Third-party Linking code to connect to Commusoft. Below is the name in each package, the 'Category' in FreeAgent must be set correctly for it to link with Commusoft.
| Commusoft | Accounting package |
| Sales | Income |
| Expense | Cost of Sales |
| Bank | URL code, not a Nominal code |
Locating the Sales or Expenses nominal code in FreeAgent.
1. FreeAgent > Settings > Accounting Categories
2. Select a category > Locate the required nominal code
3. Note the Code and Description fields
Locating the Bank nominal code in FreeAgent
1. FreeAgent > Banking > Bank Accounts
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 description from FreeAgent
- 'Third-party accounting code' - copy/paste the relevant FreeAgent code in the Third-party accounting code field
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. Copy/paste the new information into the relevant field > Save