Difference between revisions of "How do I create a nominal code?"
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== Summary == | == Summary == | ||
The following article explains how to set-up a new {{NL}} Centre. | The following article explains how to set-up a new {{NL}} Centre. | ||
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== More Information == | == More Information == | ||
Get into {{Menu|Accounts\Systems|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}. | Get into {{Menu|Accounts\Systems|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}. | ||
| − | * | + | |
| − | + | {{Note|text=You may wish to view a list of your current Nominal Centres to decide what your new code should be and where it should sit within your current {{NL}} Structure.}} | |
| + | |||
| + | * Click {{Button|List}} to view all centres. As you move down the list you will see the {{DataPrompt|Type}} of centre is shown on the right of the screen - Click [[How do I Print a List of Nominal Centres?#What do the Letters mean on the Nominal Centre List?|here]] to see what categories are. | ||
| + | * In the {{DataPrompt|Filter on}} field type part of the name of your new Centre to check that it does not already exist. Click {{Button|Search}}. | ||
| + | |||
| + | When you are ready to add your new Centre: | ||
| + | |||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * In | + | * In {{DataPrompt|Code}} enter the new {{NL}} Code you require (Max 6 characters) and press {{KeyPress|Enter}} |
* Type in a suitable description. | * Type in a suitable description. | ||
| − | * Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary. | + | * Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary - click [[How do I Print a List of Nominal Centres?#What do the Letters mean on the Nominal Centre List?|here]] for descriptions of these indicators. |
| − | * If this centre is to be reconciled (e.g. | + | * If this centre is to be reconciled (e.g. it's a bank account or any other centre that needs to be reconciled through the Bank Reconciliation) then place a tick in the "Reconciled?" box. |
* Choose {{Button|Done}} and {{Button|Accept}}. | * Choose {{Button|Done}} and {{Button|Accept}}. | ||
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* [[How do I Print a List of Nominal Centres?]] | * [[How do I Print a List of Nominal Centres?]] | ||
* [[How do I Create a Sales or Purchase Centre?]] | * [[How do I Create a Sales or Purchase Centre?]] | ||
| + | * [[How do I Search for a Nominal Centre?]] | ||
{{KB_Tags|Reconcile, Nominal, Centre}} | {{KB_Tags|Reconcile, Nominal, Centre}} | ||
{{ZN_Accounts}} {{FAQ}} {{KB_NL}} | {{ZN_Accounts}} {{FAQ}} {{KB_NL}} | ||
{{KB_Ref|GR53}} | {{KB_Ref|GR53}} | ||
Revision as of 10:42, 11 March 2016
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how to set-up a new Nominal Ledger Centre.
More Information
Get into " Accounts\Systems Nominal Ledger Maintenance Options Centre Maintenance Insert/Amend/Delete Centres".
 | You may wish to view a list of your current Nominal Centres to decide what your new code should be and where it should sit within your current Nominal Ledger Structure. |
- Click [List] to view all centres. As you move down the list you will see the "Type" of centre is shown on the right of the screen - Click here to see what categories are.
- In the "Filter on" field type part of the name of your new Centre to check that it does not already exist. Click [Search].
When you are ready to add your new Centre:
- Click [Add].
- In "Code" enter the new Nominal Ledger Code you require (Max 6 characters) and press <Enter>
- Type in a suitable description.
- Choose whether the code is a Balance Sheet or Profit & Loss Centre and indicate the relevant flag as necessary - click here for descriptions of these indicators.
- If this centre is to be reconciled (e.g. it's a bank account or any other centre that needs to be reconciled through the Bank Reconciliation) then place a tick in the "Reconciled?" box.
- Choose [Done] and [Accept].
See also
- What is a Nominal Code?
- How do I Create a Nominal Group?
- How do I Apply a Nominal Group to a Nominal Centre?
- How do I Set a Nominal Centre to be Reconciled?
- How do I Print a List of Nominal Centres?
- How do I Create a Sales or Purchase Centre?
- How do I Search for a Nominal Centre?
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Tags
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