Nominal codes are used within an organisation's chart of accounts to structure financial data for consistent recording, analysis, and reporting. Each nominal code corresponds to a particular account type- such as revenue, rent, etc. These codes are utilised to map transactions on Xero/Sage.

To assign a nominal code to your system users will need to fill out the nominal code spreadsheet. To access the document, please contact us at [email protected].

When filling out the spreadsheet, please ensure only numerical data is entered. Once the spreadsheet has been completed and returned to the support team, the data will be uploaded to your system.

Such nominal codes will be present on both the Bank line and the Revenue exports, which can then be exported to Xero/Sage. Once imported to Xero/Sage, users will be able to set up ‘bank rules’ to allow Xero/Sage to identify and allocate the items in the spreadsheet automatically going forward.

Expense categories are also added to every deduction in the system. These categories are used to further categorise deductions and invoices and allow users to set default descriptions.

Users can also assign nominal codes to expense categories that have been added to their systems. To do so, users will need to add the expense category via the Admin page. Once added, users will need to fill out the spreadsheet provided by the support teams and assign nominal codes to each category. Please note that the nominal codes added to each expense category cannot be duplicate codes. An expense category can not have the same nominal code as Rent in.