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Create new Nominal Ledger Categories (Headings)

Ribbon menu

  1. Click the Financials tab.

  2. In the Records section, click Set Up.

  3. Click the required category name.

  4. Click Edit.

  5. To insert a new record:

    1. Click the row immediately below the last entry, or

    2. Scroll to the bottom, click the last existing record, then press Tab up to three times until a new row appears.

  6. Enter the new record details in the fields at the bottom of the window.

  7. If you have attributes defined, click the blue arrow to assign them to this record.

  8. Tab from the last field to add the record to the list, then repeat for additional records.

  9. Click Save.

Classic/module menu

  1. Click Nominal Ledger in the navigation pane.

  2. Under Records, click Categories.

  3. Click the required category name.

  4. Click Edit.

  5. To insert a new record:

    1. Click the row immediately below the last entry, or

    2. Scroll to the bottom, click the last existing record, then press Tab up to three times until a new row appears.

  6. Enter the new record details in the fields at the bottom of the window.

  7. If you have attributes defined, click the blue arrow to assign them to this record.

  8. Tab from the last field to add the record to the list, then repeat for additional records.

  9. Click Save.

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