Sage One: Nominal Ledger

Previous Lesson: Getting Started

Introduction

You need to set up Nominal Accounts.

Linking Nominal Accounts in Sage One with Accounts in Commusoft tells the software where to put the data. Without this stage, attempting to send data from Commusoft to Sage One will fail, because it does not know where to send it.

Go to 'Purchasing' in the top right corner of your screen.  Then click on Setup Account.

You will be shown a list of the default nominal accounts that Commusoft provide you.  By default Commusoft will provide you with an Accounts Receivable (Sales) account and a Bank account.  You can add additional Sales, Bank and Expense accounts by clicking on the + icon:

 

Linking Bank Accounts

Firstly we need to link our Commusoft Bank Accounts with our Sage One Bank Accounts.

You need the Account ID, so that you can then add this to the Accounting Code column within Commusoft.

Dealing with the code will be explained at the end.

Open the desired bank account in Sage.



 

To get the Account ID, copy the number from the URL as shown below:




 

 With this code, go to your Commusoft Setup Accounts page.

Next to the Bank Account click Edit:

NominalLedger2.png

 

Here you can edit certain information, we will be typing the Code into the field Third Party Accounting Code:

NominalLedger3.png

 

Click Save.

 

Linking Sales Accounts

Use 4000 as the Sales Account code. You will add this as the Accounting Code to Accounts Receivable in Commusoft.

Next to the Accounts Receivable click Edit:

NominalLedger2.png

 

Here you can edit certain information, we will be typing the Code into the field Third Party Accounting Code.

Click Save.

 

Linking Expense Accounts

 

Next Lesson: Link Existing Customers

Have more questions? Submit a request

0 Comments

Article is closed for comments.