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Add a Department code to a nominal

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Written by Antoine Larsen
Updated over a month ago

Set up a Department structure for the Practice, representing different areas of specialisation (e.g. Property, Family, Probate, etc).
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When used, Department 0 holds the Total values for the subsidiary nominals.
To add a new department follow the steps below:

  1. Open the Accounts Administration program from the main menu.
    ​Note: This area is password protected and will only be available if you have received the Accounts User Level 2 Training.

  2. Select the DEPTS tab.

  3. Click on the NEW button.

  4. Input your Code number - this can be any number from 1 upwards - and a Description, i.e. the name of your department.

  5. Click SAVE.

  6. A Question box will appear. "Do you want to create nominals for this department?". Click NO to create the new department. N.B. Only if you want the new department to be added to all existing nominals click YES.

  7. Open Nominal Maintenance.

  8. Select the nominal you would like to add the department code to.

  9. Select the DEPTS tab and click UPDATE.

  10. Highlight the department in the Available section and use the arrows to add the code to the Selected section.

  11. Click SAVE.

Warning: Departments must NOT be added to any Control nominals e.g. Banks and Vat nominal.

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