HomeIntegrations / Bolt-OnsXeroSetting Nominal Codes for events/training

7.14. Setting Nominal Codes for events/training

Once your Nominal Codes have been added to the CRM, you may wish to assign them to the relevant events/training courses within the CRM.

When a booking is invoiced for a given event/training course, the Nominal Code assigned to that event/training course will be used on the invoice export to Xero.

To update the Nominal Code for an event/training course, navigate to the given event/training course you wish to update.

When on the General page of the event/training course, open the Accounts section. From here, update the Nominal field as required.

This page was: Helpful | Not Helpful