How do I add additional nominal codes or update existing ones?
Important Notes:
- When setting up the integration, your nominal codes are not automatically imported into Commusoft, so you need to 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 a new integration: Sage 200: Overview
Commusoft supports three types of nominal codes. Below is the name in each package, the 'Category' in Sage 200 must be set correctly for it to appear in the dropdown box on Commusoft.
Locating a Code in Sage 200 Web Portal
1. Sage 200 Web Portal > Nominal > Nominal List > Search for the required Code > Note the number under 'Code'.
Adding a new nominal code into Commusoft
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
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'.