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Next Generation - Create a nominal account

Creating a new nominal account when not using Advanced Nominal Ledger is very straight forward. This article takes you through the process.

Create a nominal account:

  1. Click Financials then click Accounts.

    • Note: All your nominal account records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

  2. Click + New Account at the top right-hand side of the screen then three tabs become available:

Details

  • Details is the default tab you see when you first create the account record. For further information on the details tab and how to configure it, follow our article on the details tab.

Settings

  • You can add more information about your nominal account, like the Reporting Code.

  • For further information on the settings tab, follow our article on the settings tab.

Custom

  • The custom tab provides extra fields for any additional information that you require that the other tabs don't support. You can enter up to 20 characters in each field.

  • For further information on the settings tab, follow our article on the custom tab.

3. Once you have added all your data, click Save.

Related Articles
Next Generation - Enter a nominal journal
Next Generation - Populate the Custom tab for a nominal account
Next Generation - Search for a nominal account
Next Generation - Set a nominal account to be inactive
Next Generation - The Nominal Accounts screen
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