Everything you need to know about nominal accounts
All the information you need on your nominal accounts
14 articles
- Next Generation - Access the Action Panel from the Nominal Accounts screenA guide to accessing the Action Panel from the Nominal Accounts screen, covering the available tabs and their functions, including Actions, Notes, and Tasks.
- Next Generation - Create, edit, and delete tasks and notes for a nominal accountA guide to creating, editing, and deleting tasks and notes against nominal accounts, covering how to assign tasks to users and store additional information using the Action Panel.
- Next Generation - Create a nominal accountA guide to creating a nominal account, covering the three available tabs and how to complete and save the account record.
- Next Generation - Default Major Headings and Reporting CodesAn overview of the default major headings and reporting codes, covering the 12 headings automatically created for a new database and how to edit their names.
- Next Generation - Delete nominal accountsA guide to deleting nominal accounts, covering the steps to delete a record and the restrictions that prevent deletion when an account is in use.
- Next Generation - Edit a nominal accountA guide to editing a nominal account, covering how to access a record, set it to edit mode, and save your changes.
- Next Generation - Major HeadingsA guide to major headings for nominal accounts, covering how headings define account types for profit and loss or balance sheet reporting, and how to access and edit them in…
- Next Generation - Populate the Custom tab for a nominal accountA guide to populating the Custom tab for a nominal account, covering the available custom field types and how to add or edit custom fields for both new and existing…
- Next Generation - Populate the Details Tab for a nominal account recordA guide to populating the Details tab for a nominal account, covering the Summary and Category sections for both new and existing accounts.
- Next Generation - Populate the Settings Tab for an account recordA guide to populating the Settings tab for a nominal account, covering the Reporting Code, Inactive status, P&L Year End Code, and Allow Zero Budgets options for both new and…
- Next Generation - Search for a nominal accountA guide to searching for nominal accounts, covering the three available search methods: filtering on columns, using the search field, and using the Advanced Filter panel.
- Next Generation - Set a nominal account to be inactiveA guide to setting a nominal account to inactive, covering the restrictions that apply and the steps for both Advanced Nominal Ledger and Standard Chart of Accounts.
- Next Generation - Set up extra custom fields for your nominal accountsA guide to setting up custom fields for nominal accounts, covering the available field types and how to configure the number of fields displayed under the Custom tab.
- Next Generation - The Nominal Accounts screenAn overview of the Nominal Accounts screen, covering how to search and filter accounts, configure columns, and access further actions via the Action Panel.