Everything you need to set up the Advanced Nominal Ledger
Step by step guide on how to set up Advanced Nominal Ledger Structure
12 articles
- Next Generation - Add a new category/nominal account to an existing and built Chart of AccountsA guide to adding a new category or nominal account to an existing chart of accounts, covering how to create the category record and build it into the structure using…
- Next Generation - Customise the nominal category names when using Advanced Nominal LedgerA guide to customising the default category names for the Advanced Nominal Ledger, covering how to update the labels in Custom Labels to better reflect your business structure.
- Next Generation - Delete categories from the Chart of AccountsA guide to deleting categories and nominal accounts from the Chart of Accounts, covering the deletion restrictions that apply and how to remove records from both the chart structure and…
- Next Generation - Filtering on the Chart of Accounts Build Mode screenA guide to filtering on the Chart of Accounts screen in Build Mode, covering how to use the filter icon to search and select records.
- Next Generation - Step by step guide on how to build your Chart of AccountsA guide to building the Chart of Accounts for the Advanced Nominal Ledger, covering how to create the structure, add categories, and map the required default control accounts before building.
- Next Generation - Step by step guide on how to set up Advanced Nominal Ledger in the Nominal Ledger OptionsA guide to enabling and configuring the Advanced Nominal Ledger, covering how to set up the concatenation separator, category structure, and data entry order in Nominal Ledger Options.
- Next Generation - Step by step guide on how to set up the Nominal Categories for the Advanced Nominal LedgerA guide to setting up categories for the Advanced Nominal Ledger, covering the available fields, how to create records for each category level, and the required control accounts needed to…
- Next Generation - The Chart of Accounts screenAn overview of the Chart of Accounts screen, covering the key sections and options available when building and viewing your nominal account structure in the Advanced Nominal Ledger.
- Next Generation - Update the default accounts for your existing chart of accountsA guide to updating the default nominal accounts in the Chart of Accounts, covering how to switch to Build Mode and amend the mapped control accounts.
- Next Generation - Useful information about the Advanced Nominal LedgerAn overview of the Advanced Nominal Ledger, covering how segmented coding works, how categories are used to build a chart of accounts, and the advantages of using a structured nominal…
- Next Generation - View details and access available actions for a nominal account in the your chart of accountsA guide to viewing and accessing actions for nominal accounts in the Chart of Accounts, covering how to navigate to a built account, view its details, and use the Action…
- Next Generation - View Mode on the Chart of Accounts screenAn overview of the Chart of Accounts screen in View Mode, covering how to navigate the account structure, access nominal account details, and use the Action Panel for further actions.