- On navigation bar the click Nominal codes then click Chart of accounts.
- Select the relevant chart of accounts, then click Edit.
- Click the Profit and Loss or Balance Sheet tab.
- Select the category you want to amend.
- If required, you can amend the description of the category. When you run the management reports, this information appears as a heading. It's not possible to add extra categories
- Amend the category account range information as follows:
- To add a category account range - Select a blank line then enter the name of the category and the low and high nominal code ranges
- To insert a line into the category account ranges, place your cursor where you want to insert the line and press F7 and click Yes. Each category has up to 80 lines
- To delete a line from the category account ranges, click the name and press F8
- To amend a category account, amend the low or high range to those nominal codes you want to include in the category
- Click Save.
NOTE: If you receive an error 'You have entered an invalid range of nominal codes', ensure the number in the low box is lower than that in the high box. Floating nominal accounts The floating Nominal Accounts areas in Current Assets and Current Liabilities for accounts that can be assets or liabilities, depending on their debit or credit balance, like bank accounts. We reserve these areas automatically and you can't change them. NOTE: If you receive an Incomplete chart of accounts message, check that the layout is complete.
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