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Unlink account from folder in Nominal Viewer

To unlink the account:

  1. On the Toolbar, click Financials, Nominal Ledger Module.

  2. Click on Nominal Viewer

  3. Change the Maintenance Mode to Yes

  4. Change the Structure Type to P&L or Balance Sheet dependent on which you need to amend

  5. Click Apply

  6. Find the Account that you need to amend

  7. Click on the Account Name

  8. Click on the Recycling Bin/Delete Nominal Account

  9. You will the receive Confirm Delete Operation? Click Yes

  10. The Account will then be removed from that Folder


To link the account to a different folder:

  1. On the Toolbar, click Financials, Nominal Ledger Module.

  2. Click Nominal Viewer.

  3. Change the Structure Type to P&L or Balance Sheet dependent on which you need to amend

  4. Change Maintenance Mode to Yes.

  5. Click Apply.

  6. Browse to and select the folder that the Nominal Account is to be added into.

  7. At the bottom, use the drop-downs to add a Nominal Account and choose where. E.g. In Current folder.

  8. Click Insert.

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