Sales - Sub Categories

Support
1

Is it possible to create new sub-categories within the sales category so several sales nominal codes would group together onto the profit & loss report and show as several new sub-categories
Thanks in advance

2

I am afraid that I have been trying to visualize what you mean and have come up with three different scenarios. Could you give us an example?

3

I think the question relates to have several nominal codes on the account, but when a P&L is generated. It would simply show as ā€˜Salesā€™. If this is the case, itā€™s not directly available. However what you could do as a bit of a workaround is at year end when you Finalise your accounts, journal everything from a bunch of nominal to one main one.

Hopefully that helps?

5

I was hoping to be able to see something like this on the P&L report:

Sales Type A - this category would cover several new nominal codes
Sales Type B - this category would cover several other new nominal codes
Other -

If not possible, I will look at a custom report as I didnā€™t want to see all my sales just as ā€œsalesā€ on the P&L report.

Thanks

6

You can create additional sales nominal codes and then post to these codes from your invoices (see here). These nominal codes will then be individually reported on your P&L:

763Ɨ170 8.15 KB

What you canā€™t do is group together nominal codes and have them report on a single line within the P&L. However custom reports would allow you to group together activity for a range of nominals and plot this on a graph.

7

Thank you for your response

8

Have you considered the project tagging feature? Maybe you could use different nominal codes for your ā€œmajorā€ categories and then project tags to separate out the minor sub-categories? The main P&L would then show the main categories but you can look at the project reports to break it down by sub-category.

9

Thank you for your reply - most useful!