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This text refers to program version 8.5  

Account Short Codes

This page describes the Account Short Codes setting in the Nominal Ledger.

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Account Short Codes can help reduce errors when selecting Accounts and Tags/Objects in Purchase Invoices, Expenses, Stock Depreciations and Stock Revaluations. You can also use them if you do not want the members of staff who use Purchase Invoices, Expenses, Stock Depreciations and Stock Revaluations to have any access to the Account and Tag/Object registers (which means that they will not be able to use the 'Paste Special' function to choose Accounts and Tags/Objects).

Once you have defined your Short Codes, you will be able to use the 'Paste Special' function from the Short Code field in a Purchase Invoice, Expense, Stock Depreciation or Stock Revaluation to choose Account and Tag/Object combinations.

To enter a new Account Short Code or to edit an existing one, first open the 'Settings' list by clicking (Windows/macOS) or tapping (iOS/Android) the [Settings] button in the Navigation Centre. You can also use the Ctrl-S (Windows) or ⌘-S (macOS) keyboard shortcuts. Double-click or tap 'Account Short Codes' in the list. The 'Account Short Codes: Browse' window is displayed, showing the Account Short Codes that you have previously entered. Double-click or tap a record in the list to edit it, or add a new record by selecting 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android). When the record is complete, save it by clicking the [Save] button or by tapping √. You can also click the close box or tap < and choose to save changes. To close it without saving changes, click the close box or tap <.

Code

Enter a unique Code for the Short Code. You can use up to five characters.

Comment

Enter a name for the Short Code, to be shown in the 'Account Short Codes: Browse' window and the 'Paste Special' list.

A/C

Paste Special    Account register, Nominal Ledger/System module

Specify here the Account that is to be brought into a Purchase Invoice, Expense, Stock Depreciation or Stock Revaluation record whenever you use the Short Code.

Tags/Objects

Paste Special    Tag/Object register, Nominal Ledger/System module

Specify here the Tag/Object that is to be brought into a Purchase Invoice, Expense, Stock Depreciation or Stock Revaluation record whenever you use the Short Code. You can enter several Tags/Objects, separated by commas.

After entering an Account Short Code record, you can use it in a Purchase Invoice, Expense, Stock Depreciation or Stock Revaluation record. In this example, we will use the Account Short Code record illustrated above in a Purchase Invoice. Place the insertion point in the Short. field in each row in turn and enter the appropriate Account Short Code (using 'Paste Special' if necessary):

When you press Tab or Return or click or tap in another field, the Account and Tags/Objects specified in the relevant Account Short Code record will be brought in to the Purchase Invoice:

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Settings in the Nominal Ledger:

• Account Classification Types
  

• Account Classifications
  

• Account Short Codes
  

• Account Transfers
  

• Accounting Periods
  

• Auto Eliminations
  

• Autotransactions
  

• Bank Transactions
  

• Brought Forward Balances
  

• Budget Classes
  

• Budget Keys
  

• Calculation Formulae
  

• Electronic VAT Declaration
  

• Fiscal Years
  

• Income & Expense Book
  

• Liquidity Report Info
  

• N/L Accruals
  

• Number Series - Simulations
  

• Number Series - Transactions
  

• Presentation of Balances
  

• Rate Gain/Loss
  

• Rate Gains/Losses
  

• Reconciliation Codes
  

• Reconciliation Settings
  

• Report Settings
  

• Sub Systems
  

• Sub-ledger Control Accounts
  

• Tag/Object Type Control
  

• Tag/Object Types
  

• Tax Reports
  

• Template Transactions, Template Transactions - Accounts
  

• Transaction Settings
  

• VAT Code Control
  

• VAT Code on Transaction rows
  

• VAT Codes
  

• VAT Declarations
  

• XBRL Reporting Elements, XBRL Reporting Settings

Go back to:

• Home page for Nominal Ledger manual
  

• Home page for Standard ERP manual

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