Installation Company ERP / CRM


How To Manage Nominal Codes

To Do This:

  1. In the Main Menu, head to the Admin section and select ‘Manage Nominal Codes’.
  2. Select ‘+ Add New’. Enter the Code and the name of the Nominal.
  3. Each Purchase related cost should be assigned to ‘For Suppliers’, one of the ‘Cost’ columns and marked as ‘Active’. Any Sales/Income-related codes should relate to ‘For Customer Invoices’ and ‘Active’.
  4. Select ‘Update’ once complete.
  5. To edit a Nominal Code, select the blue edit button. If any changes are made, remember to select ‘Update’.
  6. To delete a Nominal Code, select the red delete button and select ‘Yes’ to confirm. If your nominal codes are linked to any Purchase Orders or Customer Invoices, they will not delete.
  7. You can make a Nominal Code ‘Unactive’ in order for it not to be shown or used for any future Invoice or Purchase Orders.

Thank you for watching our how-to video on How To Manage Nominal Codes, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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