Charts

Charts

File > Maintenance > Accounts > Charts

Bespoke Charts can be created and attached to a new entity upon creation. This involves a three-step process:

Create:

1. the new chart
2. the correct categories
3. the required codes.

1. Creating the new chart

• Select the entity type that the new chart will apply to.
• Select the master pack that the new chart will apply to, note this master pack must be in an unpublished state to be able to create a new chart.
• In the name field, type in the name of the chart.
• In the MainCode Length field select the relevant e.g. 4 digits.  Select the SubCode Length, e.g. 2 digits.

2/3. Adding the new nominal to the chart

• File > Maintenance > Accounts > Chart Nominal
• Select the correct entity type and master pack.
• Click on the drop-down arrow next to chart name to select the relevant chart.
• Add the required nominal codes, the nominal will belong to a category.
• Repeat the process until the chart is complete.