Manage Nominal Categories

Use the Accounts and Charges tab in Fees Billing to manage nominal categories. It is not recommended that you actively use nominal categories however you must set up a dummy default category before you can start to use nominal accounts. All nominal accounts must be assigned to a nominal category.

Choose to:

• Create a Nominal Category. You must set up a nominal category before using nominal accounts.
• Edit a Nominal Category. Change the active status or name of a category.
• Delete a Nominal Category. Remove a category which has been added in error. You cannot delete a category which is in use.

An example of the Nominal Categories screen is shown below:

Create a Nominal Category

You must set up a nominal category before you start using nominal accounts.

To create a nominal category, follow the steps below:

1. Select the Accounts and Charges tab in Fees Billing and open the Navigation tab on the right of the screen.
2. Select Nominal Categories from the Navigation options.
   The Nominal Categories screen is displayed.
3. Click Create New Category. A popup window is displayed:
   
4. Enter a Category Code and Description (Name) to identify the nominal category. The Category Code that you use must be unique.
5. Use the Active checkbox to mark the category as active/inactive. You can only use nominal accounts when they are listed in an active category.
6. Click Save & Close.
   The category is listed in the Nominal Categories screen.

Edit a Nominal Category

Change the active status or name of a category.

To edit a nominal category, follow the steps below:

1. Select the Accounts and Charges tab in Fees Billing and open the Navigation tab on the right of the screen.
2. Select Nominal Categories from the Navigation options.
   The Nominal Categories screen is displayed.
3. Locate the nominal category that you want to edit and click . A popup window is displayed:
   
4. Edit the Description (Name) of the nominal category. You cannot edit the Category Code.
5. Use the Active checkbox to mark the category as active/inactive. You can only use nominal accounts when they are listed in an active category.
6. Click Save & Close.
   The category is listed in the Nominal Categories screen.

Delete a Nominal Category

Remove a category which has been added in error. You cannot delete a category which is in use.

To delete a nominal category, follow the the steps below:

1. Select the Accounts and Charges tab in Fees Billing and open the Navigation tab on the right of the screen.
2. Select Nominal Categories from the Navigation options.
   The Nominal Categories screen is displayed.
3. Locate the nominal category that you want to delete and click .
   You are prompted Are you sure you want to delete this cycle?
4. Select OK.
   The category is deleted.