This setting was previously called: Nominal accounts.
Nominal accounts are used to split invoices charges into separate groups. This is useful to collate how much money your company receives or spends in different areas.
How do I add a new nominal code?
Profile icon > Settings > Finance > Nominal accounts
2. Add a Nominal Account > Fill the details out in the side panel > Save
How do I edit an existing Nominal Code?
1. Profile icon > Settings > Finance > Nominal accounts
2. Click 'Edit' on the right for the nominal group you wish to amend > Edit as required in the side panel > Save
Can I delete a Nominal Code?
Important note:
- Nominal codes can only be deleted if it has not been used in Commusoft.
- If the nominal code has been used it will be archived.
- Both Delete or Archive are permanent and can not be undone.
To Delete or Archive a Nominal Code
Profile icon > Settings > Finance > Nominal accounts > Click Delete
If the nominal code has not been used you will see this pop-up message > Type delete > Click Delete
If the nominal code has been used you will see this pop-up message > Type archive > Click Archive
Can I Re-Order my Nominal Codes?
Profile icon > Settings > Finance > Nominal accounts > Hover the cursor over the two lines next to the nominal code you wish to move > Hold the mouse button down and drag to a new position.
