How to View and Manage the Chart of Accounts in Navigator

Steps to View the Chart of Accounts

1. Access the Accounts Module

   • Navigate to the Accounts module on the left-hand side of the screen.

2. Open the Nominal Ledger

   • Click on Nominal Ledger in the menu.

3. Access the Utilities Section

   • Select Utilities from the options available.

4. Set Up the Chart of Accounts

   • Click on Set Up and then go to the Nominal Code tab.

5. View the Nominal Codes

   • The screen will display all nominal codes from 1 to 999, each with a pre-defined description.
   • Codes marked as “NOT USED” are available for configuration based on your business needs.

Important Notes

1. Do Not Edit Codes 1 to 100

   • Codes 1 to 100 are hard-coded into the system and essential for its functionality. Any changes to these codes may disrupt the back-end processes of the system.

2. Unused Codes

   • Nominal codes marked as “NOT USED” can be customised and configured as needed. Use these codes to accommodate unique business requirements without affecting existing system settings.

3. No Need to Add Beyond 999 Codes

   • The system provides up to 999 nominal codes, which are typically sufficient for most organisations. Avoid creating additional codes unless absolutely necessary.