Add ESFA Reporting Indices Value to Nominals

For transactions to display in the correct categories on the EFA Budget Forecast Return report, the nominals must be linked to the correct indices value.

If your organisation has more than one location, ESFA reporting indices values must be added for the nominal for each location.

  1. Go to Masters, then select Nominals.
  2. Select the required nominal, then Indices.
  3. Select this year's ESFA reporting indices code.
  4. From the drop-down list, select the required value, then select +.

    If a value is already set, before the correct value can be set, select - to remove the current value.

  5. To save, select Apply.