Nominal Codes

Nominal Codes

Nominal Codes are a way of tracking the types of income and expenditure in your business, generally by assigning each transaction type a different code. On eymanage, nominal codes can be created and assigned to different sessions, products/funding, funding types and payment modes. The past and projected incomes for different nominal codes are also tracked in the Income Forecast Report and the Monthly Nursery Report, as well as the Income Forecast section of the dashboard.

Creating a nominal code
  1. Click on  > Global Settings.
  2. Go to Other Settings > Nominal Codes.
  3. The Nominal Codes page displays all the codes in use by the company; which branches it applies to; and which sessions, products, or ADHOC (funding types and payment modes) they were assigned to.
  4. Click on the  icon in the top right to create a new code.
  5. Type in the Code, and then the Code Name that you can use to identify the type of income/expenditure it is.
  6. Select a Colour to apply to the code, which is how the code will be coloured in pie charts for the Income Forecast and Monthly Nursery Report.
  7. In the Nursery/Branch field, select one or more nursery branches that this code can be used for. Clicking on Filter By Tags and choosing one or more tags from the field will allow you to automatically fill in any nursery branches that contain the selected tags.
  8. In the three fields at the bottom, select which Sessions, Products & Services, and ADHOC (funding types and payment modes) to assign this code to. Multiple can be selected of each type.
  9. Click Reset if you want to make all the fields blank again.
  10. If not, click Save.
Editing a nominal code
  1. Go to the Nominal Codes page.
  2. Click on the  icon next to the code you want to edit.
  3. Make any changes you need.
  4. Click Update.
Deleting a nominal code
  1. Go to the Nominal Codes page.
  2. Click on the  icon next to the code you want to delete.
  3. Type DELETE into the pop-up window.
  4. Click Delete.

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