Khaos Control Cloud Setup Guide - System Data - Nominal Classifications

Khaos Control Cloud Setup Guide - System Data - Nominal Classifications

Introduction

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud (KCC). The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Nominal Classifications

This screen is where you set-up your nominal classifications so that individual transactions can be assigned a nominal classification. The term Nominal Classifications is interchangeable with the term Cost Centres.

Adding a Nominal Classification

To add a new Nominal Classification:
  1. Go to [System Data | Accounts | Nominal Classifications].
  2. Click the Edit button.
  3. Click the + New button.
  4. Enter the description of your new Nominal Classification.
  5. Repeat steps 2 & 3 for each additional Nominal Classification you require.
  6. When finished click the Save Screen button.
A video guide demonstrating adding Nominal Classifications can be seen here, How to Set Up Nominal Classifications.

Editing Nominal Classifications

To edit Nominal Classifications:
  1. Go to [System Data | Accounts | Nominal Classifications].
  2. Click the Edit button.
  3. Edit the descriptions of your Nominal Classifications as required.
  4. When finished click the Save Screen button.

Deleting Nominal Classifications

To delete Nominal Classifications:
  1. Go to [System Data | Accounts | Nominal Classifications].
  2. Click the Edit button.
  3. Green select the Nominal Classifications you wish to delete.
    1. It is not possible to delete a Nominal Classification if it has been used or is assigned to 
  4. When finished click the Save Screen button.