This article explains how to add and edit Nominals in Unity® Practice Management.

How to Access this Option

1. Open the Accounts program
2. Click the Maintenance icon
3. Double-click the Nominal option

How to Add a Nominal

1. Click Insert
2. Enter a Description
3. Select which parent category the new Nominal falls under. The parent category is purely for reporting purposes
4. Enter a Sort order to dictate how items appear on the Nominal list
5. Untick the Active checkbox to mark the Nominal as inactive. The Nominal will no longer be available for selection within the Accounts and Coredata programs
6. Select the Nominal Type:
   • B = balance sheet
   • E = expenditure
   • R = revenue
7. Select a VAT rate
   • The Nominal maintenance option has been updated to take account of default VAT Input Tax rate settings on individual Ledger Accounts. This allows a default VAT rate to be automatically applied during Nominal postings, reducing the need for manual changes
   • You need to use your discretion when setting these default rates. For instance, a Nominal account such as 'Cleaning' will be dependent on the majority of transactions you post to your selected default rate.  i.e., if the majority of postings are ' Cleaner's wages, you will set the VAT rate to 'O', but if the main postings are to a firm of Contract Cleaners who charge you VAT, the default setting should be 'A'
8. Click Save

How to Edit a Nominal

1. Click on a Nominal from the list
2. The information for the selected Nominal will be displayed in the Details section, and any field can be edited
3. Once you have edited the Nominal Details, click Save

How to Delete a Nominal

You cannot delete an item, you can make it inactive instead. Follow the steps below to make a Nominal inactive

1. Click on a Nominal from the list
2. Untick the Active checkbox
3. Click Save

** By default, inactive items are not displayed within the Accounts and Coredata program or on the reports unless you specifically request to view them via the options. **

How To Use The Search Facility

There may be a large number of Nominals on the system, so a Search Facility has been included. To use the Search Facility, follow the steps below: 

1. Enter the Nominal Description into the Nominal field. For more accurate results, enter as much information as possible
2. Select a Branch
3. Click Find, and the search results will be displayed