Editing an Existing Nominal

CUSTADMIN access only

There may be circumstances where you want to change the name of a nominal to something more applicable or amend the settings the nominal was created with (where applicable).

You are not able to change the code for an existing nominal. If a nominal requires a new code, a new nominal needs to be created. For more information, please see Creating a Nominal.

It is important to note that any change must be made for each location as the changes are not automatically rolled out (because each location may want the nominal to be named differently).

All users must be logged out of the system before completing this process.

  1. Select Maintenance, then select Nominals from the menu.
  2. The Nominal Maintenance window is displayed. Select the required nominal you want to edit from the left-hand panel, then select EDIT.
  3. If a field remains greyed out you are unable to change the details. Amend the required fields, then select SAVE. In the following example, the Title has been amended.
    If the nominal title has been amended and your establishment/organisation require the nominal and key title to match, the title of the key needs to be amended. For more information, please see Maintaining Keylists.