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Create and report on nominal category codes

Nominal Categories can be assigned to all nominal accounts for more detailed recording and reporting. Up to eight categories can be configured at account level, each with multiple sub-categories.

Default category field names

  • Group Heading

  • Division Heading

  • Other Heading

  • Extra Heading

  • Category 5

  • Category 6

  • Category 7

  • Category 8

Add records to a category

  1. Click Financials, then click Settings, then click Categories.

  2. Select the relevant category and click Edit.

  3. Click + Insert new record and enter the details.

  4. Click Save.

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