Accounts data set up
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      How to set up nominal codes

      In this article

      What are nominal codes?

      Nominal codes are the unique reference numbers given to each nominal account within a business. This codes can be obtained from your 3rd part accounts software.

      Chalkstring requires nominal codes to be completed for the following categories:

      • Retention's - a form of accrued revenue or deferred cost.
      • Trades - the categories of labour tracked against payments.
      • Work Packages - the categories of revenue tracked against applications.
      • Material Types - the categories of materials ordered in Chalkstring, grouped by the type of material to enable cost code tracking.

      These categories need to be filled in line with nominal codes from your 3rd party accounts system, so that exported data from Chalkstring can be accurately mapped and imported back into your accounts software.

      Adding nominal codes

      1. Have a list of nominal codes to hand from your 3rd party accounts system.
      2. From the left menu bar click the 'Settings' icon, then click the ‘Accounts’ icon.
      3. Click the ‘Nominal codes' sub menu.
      4. To manually add a nominal code click '+ New nominal code' in the top right.
      5. Enter a name for the code, the code and select whether it is a code for income or an expense.
      6. Repeat as required until you have manually added your nominal codes into Chalkstring.

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      Assigning nominal codes

      Once you've created your nominal codes, you will need to assign them to the categories required.

      1. From the left menu bar click the 'Settings' icon, then click the ‘Accounts’ icon.
      2. Click the ‘Nominal codes' sub menu.
      3. Click  'Assign nominal codes' in the top right.
      4. Work down the list of categories selecting the appropriate nominal code for each name from the 'Nominal code' drop down menu.

      If you need a new code, you can add one from this page by clicking '+ New nominal code' in the top right can completing the sections in the pop up menu.

        5.  Once finished, click  'Save changes' at the bottom.

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        Editing nominal codes

        Existing nominal codes can be edited, archived or deleted if required.

        1. From the left menu bar click the 'Settings' icon, then click the ‘Accounts’ icon.
        2. Click the ‘Nominal codes' sub menu.
        3. Click on the nominal code you wish to update.
        4. Click the appropriate buttons in the top right to either edit, archive, or delete the nominal code.
        5. If editing, make the required changes and click 'Save.

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