Merge nominal codes

The merge nominal codes module enables you to merge your nominal account data. You can merge nominal accounts, including control accounts, but not bank accounts

The module is part of the Code Changing Bundle which offers the ability to change and merge nominal codes, customer and supplier accounts, product codes and departments.

Using the merge nominal codes operation

The first thing to say about this operation is that it allows you to change your Sage nominal account data in a way that is not possible within Sage 50 Accounts itself, so you should back up your data before running this operation.

Once you are ready to run the operation, select the "Merge nominal codes" option from the list of operations on the Sage 50 Accounts tab:

Then you can select the nominal codes you want to merge together. Use control-click to select multiple accounts in the top window. These accounts will be moved into the one single "master" account you select in the bottom window. All transaction history for the selected accounts will appear under the master account after this operation.

After you've finished making your changes, you will be presented with a summary of your intended changes. You can still cancel without changing anything at this point. When you're happy with your changes, click on continue and the nominal codes will be updated. You will be warned at this point if you've selected merging from or into control accounts.

Checking the ranges in your chart of accounts

One thing to be aware of is that you can move a nominal account out of a range in the chart of accounts. You can quickly verify this in Sage 50 Accounts by going to Chart of accounts > Edit > Check. You will be alerted if any of your nominal accounts are not covered by the ranges specified in any given layout of the accounts.

Checking the budget figures

Another thing to be aware of is that in the current version you will have to adjust budget figures manually if you merge nominal accounts.