How do I allocate Sales to different nominal codes automatically?

[Karen_Scott]

Hiya,

We are a Village Hall with regular users and one off events. I would like to automatically split this revenue into the two streams so that this shows on the P&L.
I have:

• Created two suitable nominal codes (Regular Hire; Event Hire) within Sales
• Created two different Invoice Templates - one for Events and the standard one for regular hire
• Have all Event Hire handled under a single customer called Event Hire.
• Have regular Customers created as separate customers in the Client Section

I have used a previous post to understand how to catch up on myself and split all of the entries from General Sales, but I can’t see how to set this up as a default going forward?

many thanks, Karen

[QFMathew]

Hi @Karen_Scott

The best way to do this would be to set up reusable inventory items. This allows you to define a specific nominal code and description, which can then be pulled into a new invoice fairly quickly.

There’s a detailed guide on how to set these up and use them here:

Setting up reusable inventory items

Introduction When producing your invoices, estimates and purchase orders, are you repeatedly entering the same items? If so then you can save time by creating item level templates that can easily be imported, we call these “Inventory Items”. Create a new Inventory Item You can reach the “Inventory Management” area from the main Dashboard by selecting the “Sales" menu option followed by “Sales Inventory”. Or alternatively just enter “inventory” in the quick search box. Once in the inventory a…

I hope that helps!

[Karen_Scott]

Hiya,

Brilliant - all sorted.

many thanks, Karen