Re-assigning Transactions Between Nominal Codes

You can quickly and easily move transactions from one nominal to another using the trial balance report. This guidance shows you how.

Re-Assigning Transactions

First, access the report by going to Reports > General Reports > Trial Balance and run the report for the appropriate date range.

When your trial balance is shown, click the nominal code that contains the transactions you want to move transactions from, you will then presented with a ledger of transactions contained against this nominal.

Using the boxes down the right hand side, select which transactions you would like to re-assign. When ready, use the drop down at the bottom labelled Select an Action and select Re-assign Selected Transactions and click Go.

From the next page, select the nominal code that you would move the transactions to and click Reassign Transactions. Your transactions have now been re-assigned.

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