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Nominal Codes tell Service Geeni where to post your financial values when you create transactions, invoice them, or export them to your accounts package.

You’ll use Nominals across stock, contracts, charge codes, hire, sales orders, and labour, so you can control exactly how your revenue and costs are recorded.

This guide shows you where Nominal Codes live, how they’re used, and how you can update them in one place.

Where You Can Set Nominal Codes

You can set Nominals at different levels depending on how detailed you want your financial reporting to be:

Branch
Charge Codes
Sales Analysis (SA) Codes
Purchase Analysis (PA) Codes
Contracts (Service and Hire)
Delivery Methods
Equipment Category (optional)
Engineer Cost & Revenue Rates

Here’s a full breakdown to help you get everything set up.

Branch Settings

Each branch has its own financial setup.

Head to Branch Maintenance via System Settings.
Click on the Branch Code to view or edit it, then open the Financial Info tab.

Here you’ll find:

Purchase Invoice Carriage Nominal – used when you add carriage to a purchase order.
Sales Order Delivery Nominal – used when no delivery method is selected on a sales order.

System Defaults

Charge Codes

You can set Nominals per Charge Code, per Branch.

Go to System Settings, select System Defaults.
Scroll to the Charge Code you want to update.

Click the ellipsis, then select the Nominal Code icon from the Action Tray.

Each charge line uses the Nominal linked to its Charge Code.

These Nominals are used when you invoice jobs and when values post to your accounts package.

Sales Analysis Codes (SA Codes)

Further down the page, you’ll see the Stock section, where you’ll find the SA Code field.

Open the Sales Analysis Code Nominal Maintenance window via the Action Tray.

You’ll use SA Codes for the sale of stock and equipment:

Stock Records: SA Codes define the sales nominal for stock items (Sales Orders).

SA Code linked to Stock Record:

Equipment Catalogue Records: SA Codes define the sales nominal for equipment (Equipment Deals).

SA Code linked to Equipment Catalogue Records:

The Equipment Deal module uses the SA Code to record income.

Purchase Analysis Codes (PA Codes)

In the same Stock section, you’ll find the PA Code field, these are used for the purchase of parts, services, or equipment.

Open the Purchase Analysis Code Nominal Maintenance window via the Action Tray.

Stock Records: The default PA Code sets the purchase nominal for stock items.

Code linked to Stock Record:

Equipment Catalogue Records: The default PA Code sets the purchase nominal for equipment.

Code linked to Equipment Catalogue Records:

Purchase Orders: You can view or update the PA Code directly on each purchase-order line.

Surcharges

If you use surcharges, you’ll also need to assign their Nominal Codes.

Go to System Defaults and scroll to the Surcharges section.

Select the surcharge and assign the Nominal Code you want it to use.

Contracts

Service Contracts

Go to Records, click Contracts.

Click Edit, then look for the Contract Type field under General Information.

Open the list and click the Nominal icon.

Each Contract Type can have its own Nominals. You can set these per branch and per revenue line.

These Nominals are used when you invoice fixed or per-equipment service contracts on a recurring schedule (Service Contract Invoice), rather than from completed jobs.