SageOne: Nominal codes

Please read the overview article before completing these steps: SageOne: Overview

 

Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are setup correctly. If they are not setup correctly, click here to rectify the problem.

  1. Locating nominal codes in SageOne

    In SageOne, open the account, look at the URL of the webpage. There will be a code at the end of the URL. Copy this (highlight the code > right click > Copy)


  2. Adding nominal codes (If the code does not exist in Commusoft)

    In Commusoft, go to settings > System settings

    Click Nominal accounts

    Use the dropdown and select what type of account you are adding, then a short description (i.e Natwest bank), and paste (click in the box > right click > Paste) the accounting code you have copied from SageOne

    Click Add nominal account


  3. Linking nominal codes (If the code does exist in Commusoft)

    In Commusoft, go to Settings > System settings

    Click Nominal accounts

    Click Edit next to the account you want to link

    Paste (click in the box > right click > Paste) the accounting code you have copied from SageOne

    Click Save nominal account


Repeat this process for each nominal account you want to add/link 

 

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