How to create a new Nominal and Analysis code

8 years ago
Kerry Sweeney
2 minutes

Creating a new Nominal Code

  1. On the Operations menu, go to Nominal Ledger > Select Nominal Ledger.

  1. Within the ‘Ledger Code Entry’ form press F5 to clear the screen and ensure that it is now a blank form.
  2. To create a new code, go to the Code field and enter the new code (Ensure that there is no spaces in the code), then the description and select the type of code from drop down list.
  3. Click on the … icon underneath ‘Currency:’ to select the currency for the new code.
  4. If you want to have multiple analysis codes for the account, then under ‘Analyse account’ Select ‘Yes’, otherwise select ‘No’

  1. To save, select the save icon.

  1. To confirm save select ‘YES’.

Your new nominal code will now be successfully created.

Creating a new Analysis Code

If you have chosen to analyse a nominal code you will be able to setup new analysis codes for this account. You can do this by following the below steps.

  1. In the Ledger Entry Form select Analysis Setup.

  1. At the bottom of the grid on a new line, enter in the new analysis code and description and then tab onto the next line to save.

  1. Select Save Icon to close the form.