HOME / COMMUNITY Switch to knowledge base

Chart of accounts and nominal codes


When setting new accounts up for clients is there a way to select a chart of accountants template for a certain type of businesses such as construction, haulage etc. At the moment I am adding individual nominal codes to separate sales and purchases into different categories. This will be to do for all of the clients as we then use the information to help them benchmark against each other so each client needs to use the same nominal codes. It would be great if there was a way to save a template chart of accounts for each type of business which automatically has these codes saved or if there is quicker way to achieve this.



Hi @kevinb

This is not something we currently support I’m afraid. It’s a good idea though and perhaps something we could add to Affinity?

I will leave this open for now and we can monitor interest going forward.