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Invoices/Quotes and Purchase Orders

How to manually add a nominal code.

An explanation on how to manually add custom nominal codes

WorkPal allows you to add nominal codes manually to streamline your invoicing and reporting process or can pull from your accounting package. These codes can be easily added through the preferences, ensuring they are available for selection when managing financial data.

To add a nominal code, navigate to Preferences > Quotes/Invoices, then scroll down to the Nominal Code section and click Add. Once a new nominal code is entered, the import sheet will automatically update, allowing you to select from the newly added nominal codes from the dropdown  when processing invoices and quotes.

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By keeping nominal codes organized and up to date businesses can improve financial tracking and ensure accurate reporting within WorkPal.

Need a Hand?

If you're experiencing any issues creating, assigning, editing, or using Nominal Codes in WorkPal, our Support Team is here to help.

📞 028 9344 5660
📧 support@workpal.app
🌐 www.workpal.app

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