How to Add Nominal Categories to the Purchase and Sales Ledgers

This guide explains how to add additional categories to the Purchase Ledger and Sales Ledger in Navigator. Adding these categories enables enhanced analysis in the extended Trial Balance (TB).

Prerequisites

To complete this process, you need access to the Accounts Module > Nominal Ledger.

Steps to Add Nominal Categories

Step 1: Access the Accounts Module

1. Navigate to the Accounts Module.
2. Select Nominal Ledger from the submenu.

Step 2: Access the Utilities Tab

1. Once in the Nominal Ledger, locate the Task Bar.
2. Select the Utilities tab.
3. Click Setup to access configuration options.

Step 3: Configure the Trial Balance Setup

1. In the Setup window, click on the Trial Balance Setup tab.
2. Locate the section where you can add categories.
3. Click the Add button next to the relevant field (e.g., Purchase or Sales Ledger).

Step 4: Assign Categories to Accounts

1. Once a category is added, it will appear on the Terms tab within the relevant account.
2. Ensure the correct category is assigned to the accounts for accurate analysis.

Important Notes

• Impact on Invoices: Only invoices posted after the new categories are added will reflect the extended analysis in the Trial Balance.
• Extended Analysis: The categories will now display as additional fields in the Extended Trial Balance (TB), providing deeper insights into financial data.