Nominals are useful for specialised reporting on finances. From Access Payroll, they are often integrated with products such as Dimensions or Financials. To start setting up nominals, follow the sections below.
Nominal setup
First, you will need to set up a nominal structure so the report knows where to look for its required nominal codes. To do this, follow the steps below.
Click System, and then click Configuration.
Click Nominal Accounts.
Click Edit, then click the Update Account From drop-down.
Click the desired location to take the nominal codes from.
Standard Nominals.
Master Pay Element.
Department.
Employee Pay Element.
Nominal Structure.
Select the desired export format checkbox.
Click Save.
From the dropdown, you can select a single point to pull the nominal codes from. Once selected, move on to the relevant section below to set the nominal codes.
Alternatively, if you need to pull codes from multiple different areas, select nominal structure. You now have access to select where each part of the nominal code is taken from. Select the required nominal order and the character to separate the nominal codes, then move on to the relevant section below to set the nominal codes in the required areas.
Set nominal codes
Once you have selected where the nominal journal will pull the nominal codes from, you will need to update your nominal codes in the relevant areas. To do this, follow the relevant sections below.
Standard nominal
Click System, and then click Configuration.
Click Nominal Accounts.
Enter the desired nominals under the Standard Nominal heading.
Select the desired checkbox at the bottom, for new pay element behaviour.
Master pay element
Click System, and then click Pay Elements.
Find and select the required pay element.
Click the Nominals tab.
Department
Click System, and then click Departments.
Click View Record
on the required department.Click the Nominals tab.
Employee pay element
Click Employee, and then click Records.
Find and select the required employee.
Click View Record
, and then click the Standard Pay tab.Find the required pay element, then click Edit
.
Category
If they don't already exists, nominal categories will need to be created.
Click System, and then click Configuration.
Click Nominal Categories.
Once categories have been created, you can then assign them to employees.
Click Employee, and then click Records.
Find and select the required employee.
Click View Record
, then click the Categories tab.Click Edit, and then click Insert New Record.