Update the Nominal Code options

Steps to update the Nominal Code options

Related Help Guide Pages

• https://accessplanit.atlassian.net/wiki/spaces/HG/pages/83034193

Updating Nominal Code options helps ensure your financial and accounting data remain accurate, consistent, and aligned with your organisation’s chart of accounts. While the platform provides a standard list of nominal codes by default, you can easily add or modify custom entries to reflect the specific financial categories your organisation uses. For example, you might include options such as “Sales Revenue,” “Office Supplies,” “Travel Expenses,” or “Consultancy Fees.”

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Follow this page to learn the steps for updating Nominal Code options

Add custom Nominal Code options

1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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2. This will open the Administration menu

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3. Search and select ‘Custom List Items’ within the Administration Menu

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4. This will open the Custom List Item DataGrid

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5. In the 'Custom' list items DataGrid, click 'Add New Custom List Item' button

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6. This will open the Custom List Item pop up box

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7. Select ‘Nominal Code' from the 'Item Type’ drop-down

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8. Enter a name for your new Nominal Code type

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9. Optional - Check the ‘Default’ check box if your new option is to be the Default nominal code when new Courses & Products & Services are added

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10. Check the ‘Enable’ checkbox to enable the new Nominal code type to show in the drop-down

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11. Click the 'Save and Close' button

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12. You will now see your new ‘Nominal Code’ option available within the Nominal Code ID drop-down

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FAQ’s

Can I reorder the options within a drop-down menu?