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Create a nominal account

A step-by-step guide to creating a new nominal account, including an overview of the Details, Settings, and Custom tabs.

Updated over a week ago

Creating a new nominal account is very a straightforward process. This article takes you through the process for a nominal account creation when not using Advanced Nominal Ledger.

Create a nominal account:

  1. Click Financials then click Accounts.
    ​Note: The screen opens listing all your account records.

  2. Click + New Account at the top right-hand side of the screen then three tabs become available as listed below.

  3. Click Save once you are done.

Details

Details is the default tab that opens for you. For more information please refer to our article on the Details tab.

Settings

You can add more information about your nominal account, like the Reporting Code.
For more information please refer to our article on the Settings tab.

Custom

The custom tab provides extra fields for any additional information that you require that the other tabs don't support. You can enter up to 20 characters in each field. For more information, please refer to our Custom tab article.

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