This article explains how to set up or archive a Nominal through Unity® PMS Accounts platform.

To start, let’s head to Maintenance > then select Nominal.

The Nominal Maintenance window will then be displayed.

To Set Up a Nominal

On the Nominal Maintenance window:

1. Click the Insert button. This will automatically add a new field on the Nominal Maintenance table
2. Enter the Description. Either enter the text manually or click the drop-down menu to select from a list of standard Descriptions
3. Select the Nominal Type from the drop-down menu. The following Nominal Types are:
   • B – Balance Sheets
   • E – Expense
   • R – Revenue
4. On the Parent field, select where you’d like the nominal to appear on either the Profit and Loss or in the Balance Sheet
5. Next, select the VAT Code/Rate that you think the nominal is best allocated to
6. Review the details entered and once done, click Save

That will then be saved and will be added on our log for future postings.

To Update a Nominal

If there are nominals that you’d like to update:

1. You can simply select a nominal listed on the table, or you can search the nominal using the Nominal field, then click Find
2. Update the details of the selected nominal, using the fields on the nominal window
3. Once done, click Save

To Archive a Nominal

1. You can simply select a nominal listed on the table, 
2. Or you can search the nominal using the Nominal field then click Find
3. Untick the nominal’s Active checkbox
4. Then, click Save

The nominal will then be set to inactive. Note that this can still be unarchive in the future.

Refer to the Unity® PMS Accounts training video on how to set up or archive a Nominal: