I would like to know how can i delete some nominal codes that have been used in the past but not anymore. There are transactions inside thst's way probably is not possible delete them.
I was wondering, my COA is PARTIAL because some nominal codes are not rapresented in Chart but it is correct from my point of view. I found some wrong nominal codes for example that should not appear on P&L or B/S.
Hi Boris
My understanding is that you cannot delete a nominal code if the account does not have a balance of zero and if there are transactions held on it (either in the current or archived file).
When you mention 'wrong' nominal codes - do you just mean that are not quite right for your business? You may be happy with your COA but you need to put the ones that you cannot delete in the chart to get rid of that 'partial' error message you keep getting - if the balances are at nil then they will just sit there and not report anywhere anyway. You could even add a 'Do not use' message on the end of the nominal name if you are worried about using them in error.
To aid you further it might be a good idea, if there arent too many to perhaps list the nominal numbers/names on them (in case you have changed any) and we can advise what part of the chart they need to go into to get rid of that partial message. Unless of course you have access to another sage licence and can see yourself from a 'standard' chart.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
You can set it up so that you dont see the codes.. in the nominal ledger screen there is a search button - you click on the wizard and it will take you into a screen that has a top line saying Account Code... click next... Is greater than.. click next... type 0
Finish and apply
I am of the understanding that you can only delete if you have removed some of the audit trail, which is different to archiving
Basically I have some nominal codes that we are not using so , for example, we were using RBS services one year ago, we closed the account with them and the balance is zero now but still I'm not able to delete it. Then the COA reports an error because xxxx is not represented in the chart....
Can I hide them somehow?
- correct your chart of accounts (codes that have balances for the current year will be the only things to include on the PL - the unused codes shouldn't be there, and if they are, it means you haven't year-ended the system, or they do have postings)
- remove the codes from your nominal page to condense it to show only codes that are being used
You cant delete a code if it has historic transactions unless you perform a purge of the audit, and I wouldn't recommend that.
Just a thought... are you meaning a bank account? When you close it down, and the balance is NIL on sage, you can just rename it and use it as the new current account
