Data entry codes available for Company tab
Accountants Enterprise with Practice Manager only
This tab on the Nominal Accounts page enables you to select each of your companies from a drop-down, then assign the nominal accounts to:
Time — Code types which could be in this group are meeting with clients, preparation of tax return, data entry and accountancy.
Disbursements — This may include photocopying, travel and couriers.
Miscellaneous charges — For example, credit note or start-up charge.
Estimates to complete — Estimates are used to raise fees for clients before WIP has been entered or posted. You may want to define types for estimates for tax free estimate billing or one for exports.
You can create more Data Entry Codes (using Maintenance > Miscellaneous > Code Types) for Time, Disbursement, Miscellaneous Charges and Estimate to Complete. The new data entry code then becomes available to each company using the default nominal code mapping and can be viewed using the Data Entry Codes Available for Company tab.
Data entry codes available for Company tab fields
Field | Description |
---|---|
Company | A drop-down list of companies defined for the practice. |
Code Type | A drop-down list that filters the table according to the task code (Time, Disbursement, Miscellaneous Charge or Estimate to Complete). |
Short Name | The name of the task code. |
Description | The description of the task code. |
Nominal | Nominal records defined in the Nominal Code List, displayed in the format [Nominal Code] - [Short Name]. |