Please read the overview article before completing these steps: KashFlow: 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.
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 Name from Kashflow
- 'Third-party accounting code' - copy/paste the code in the URL from Kashflow
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 description if required.