Overview Nominal Index Types

Nominal indices help to categorise each nominal code for reporting purposes, as well as being linked to other functions within the system, such as the search facility. These indices are also used by the Account Enquiry, Trial Balance and Ledger List functions enabling you to search using the nominal index instead of nominal code:

You can also select the Nominal Indexes tab to add additional columns to the enquiry results.

Nominal indices are added/edited via the Indices tab of the Nominal Maintenance dialog.

The nominal indices provided by default are outlined in the following sections, although your academy/MAT may have added others.

NOMSEARCH

This index is linked to the search functionality within the system and is automatically populated with index values when the account is created. It enables searching by account title.

Clicking on this index can take time for the results to load so only select this index if you intend to add a specific search index value (rarely needed).

CASHFLOWPR

Used to show if the nominal is a cash flow nominal or not, and if so, when it is payable.

BUDGETCHECK

Used to select whether this nominal should be included in a budget check.

NOMTYPE

Identifies whether the nominal is an Income, Expenditure or Balance Sheet nominal. The option selected here determines which reports the nominal is included in.

Select the required option from the drop-down list.

EXPANALYS

Used to code what type of expenditure the nominal is going to be used for.

Select an applicable option if you want to report on expenditure.

EFABFXXXX

Used for the EFA Budget Forecast Outturn and Budget Forecast Return reports. There will be an index per year as the ESFA release new reports.

Each new index that is loaded uses the previous year’s index to see what code it should be in the new year. If required, select the applicable option from the drop-down list.