How to Create a Nominal Shortcut

This guide explains how to create a Nominal Shortcut in Navigator. Shortcuts allow you to quickly access commonly used nominal codes, saving time during day-to-day tasks.

Steps to Create a Nominal Shortcut

1. Navigate to the Nominal Shortcut Setup

   • Go to the Accounts section on the left-hand menu.
   • Select Nominal Ledger.
   • Click the Utilities icon.
   • Choose Set Up.

2. Access the Shortcut Tab

   • Once the setup screen displays, click on the Shortcut tab.

3. Create a New Shortcut

   • Click the Create button.
   • Enter the following information:

4. a) Description:

   • Provide a clear and descriptive name for the shortcut.
   • Tip: To make shortcuts easier to locate, consider starting descriptions with terms like Parts, Service, etc.

5. b) Nominal Code:

   • Enter the nominal code manually if you know it, OR
   • Use the Lookupbutton to find and select the desired code:
     • Go to the Code box and begin typing part of the nominal code.
     • Press Tab to display a list of matching codes from the Chart of Accounts.
     • Double-click the desired code to populate the full nominal structure.

6. Populate Additional Fields

   • Complete the following fields as needed:
     • Branch
     • Department

7. Save and Update

   • Click OK to save the shortcut.
   • The new shortcut will now appear in the list.

Shortcut List Order

• The shortcut list is displayed alphabetically.
• For better organisation, consider using consistent naming conventions in the description, such as starting with Parts, Service, or Admin.

Example

• Description: Parts - Bank Charges
• Nominal Code: 0.0.70.2
• Branch/Dept: Populate as required.

Final Notes

• Creating shortcuts simplifies the process of selecting nominal codes during postings.
• Review your shortcuts periodically to ensure they remain relevant and organised.