FreeAgent: Nominal codes

Please read the overview article before completing these steps: FreeAgent: 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 FreeAgent

    In FreeAgent, find the appropriate account that you wish to link with the Commusoft account.

    The Code you need to find is listed under the column labelled Code. Make a note of this



  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 select the relevant code in the Third party accounting code dropdown. (This list has been synced from FreeAgent)



    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

    Select the relevant code in the Third party accounting code dropdown. (This list has been synced from FreeAgent)



    Click Save nominal account


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

Go back to: FreeAgent: Setup accounting integration

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