Please read the overview article before completing these steps: FreeAgent: Overview
Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are set up correctly. If they are not set up correctly, click here to rectify the problem.
Locating nominal codes in FreeAgent
In FreeAgent, select 'Settings' from the drop-down menu at the top right-hand corner of the screen and then choose 'Income and Spending Categories'. The Code you need to find is listed under the column labelled 'Code', make sure you take note of this.
Adding nominal codes (If the code does not exist in Commusoft)
In Commusoft, go to your system settings and click into 'Nominal accounts'. Use the dropdown and select what type of account you are adding, then a short description (i.e Natwest bank), and select the relevant code in the third-party accounting code dropdown. (This list has been synced from FreeAgent).
Click 'Add nominal account'.
Linking nominal codes (If the code exists in Commusoft)
In Commusoft, go to your system settings and click into 'Nominal accounts'. Click 'Edit' next to the account you want to link. Select the relevant code in the third-party accounting code dropdown. (This list has been synced from FreeAgent).
Click 'Save nominal account'. You can repeat this process for each nominal account you want to add/link.
Go back to: FreeAgent: Set up accounting integration.