If you are unsure which nominal code to use for a particular transaction, there are several ways to identify a suitable nominal code in Bright Accounts Production.

You can review the existing nominal codes, search the Nominal Reporting Groups or add additional nominal codes if required.

How do I search for an existing nominal code?

You can use the Nominal Reporting Groups to identify available nominal codes based on their accounting purpose.

To do this:

1. Open the relevant Client/Dataset.
2. Navigate to Nominal Ledger > Nominal Reporting Groups.
3. Search for relevant keywords relating to the transaction or account you are looking for.
4. Review the available reporting groups.
5. Click into a relevant group to view the nominal codes assigned to it.

This can help you identify an existing nominal code that may be suitable for your requirements.

How do I view all available nominal codes?

You can also review the Trial Balance to see all nominal codes available in the dataset, including those with a zero balance.

To do this:

1. Navigate to Nominal Ledger > Trial Balance.
2. Untick Suppress Zeros.
3. Review the full list of nominal codes.
4. Search or scroll through the available codes to identify one that may be suitable.

Can I add additional nominal codes?

If you cannot find a suitable nominal code within the existing chart of accounts, you have two options.

Option 1 – Add a nominal from the Master Nominal Listing

1. Go to Nominal Ledger > Chart of Accounts.
2. Select Add From Master Nominal Listing.
3. Search for the nominal code you require.
4. Select the appropriate nominal and add it to the client's chart of accounts.

Option 2 – Create a new nominal code

If the nominal you require is not available in the Master Nominal Listing, you can create a new nominal code.

1. Go to Nominal Ledger > Chart of Accounts.
2. Select the option to create a new nominal code.
3. Enter the required nominal code and description.
4. Select the appropriate Copy From Code.
5. Save the new nominal code.

Important: When creating a new nominal code, selecting the correct Copy From Code is important. This tells Bright AP how the new nominal should behave and where it should appear within the accounts, reports and relevant reporting groups.

Ensure you select a Copy From Code that reflects the accounting treatment and intended presentation of the new nominal.

Note: If you are unsure which nominal code or Copy From Code is appropriate for a particular accounting transaction, we recommend checking with the relevant accountant or reviewing the required accounting treatment before creating or changing nominal codes.