Adding new Nominal Types and Category’s

  1. Go to System Personalisation - Codes and Phrases

 

  1. Click the + button at the bottom left to add a new Code

 

 

  1. In the Add Codes and Phrases screen. Choose the Phrase type of NC (Nominal Category) or NT (Nominal Type) – Apply a code for the Category or Type and also add in the description

 

 

  1. For NT’s you will be offered extra options as to whether it’s a Balance Sheet (B/S) or GrossNet Profit and loss (P/L) – this will then determine which financial report this applies to.

 

 

  1. For NC’s you just need to add a code and description.

 

In order to link the Category codes to the Nominal Types you need to cross reference the codes used.

So for example NL Type Sales is code NT01 the 01 will be used to relate any categories to this type

So any categories that you would want to link would need their Code to start with 01. This will then ensure the category is assigned to the corresponding type.

EG:

 

Once these are added then they are available to use when adding in new GL codes. You can find out how to do this here: http://www.customerfocushelp.com/howtoaddanewnominalcode