Quick Start Guide
Nominal Accounting Software - Quick Start Guide

Now you've purchased your Nominal Accounting software you want to get up and running as quickly as possible. Our Quick Start Guide is here to help you do just that. For more detailed instructions please consult the User Guide.


1. Once you've downloaded the software from our website double click on the file and installation will begin. (The installation wizard will tell you if you do NOT have the required .NET framework 4.0 installed. In that case you will need to download it from the Microsoft site here and follow their installation instructions.)

2. Once the installation begins the Company Wizard will assist you to create a new company file. Just follow the prompts and enter the information as required.

3. For a first time user installation you will create a new file. However other available options are: to load an existing file, load the last opened file or exit the application.

4. When you've set up your company file you can review a list of accounts, creating the ones you want and updating the opening balances

5. Save the file to your chosen location with suffix .CDF (company data file)

6. After you create the .CDF file the actual accounting application opens.

Initial data setup

To enter the rest of your data navigate to the Manage Tab.

1. Accounts you can verify created accounts and balances in either the tree (left) or the table (right). This is the list of accounts you created in point 4 above. From here you can add, edit or delete an account according to your needs.

2. Items - manage your items for sale or purchase. You can setup items lists with prices and also manage/track inventory for these items. (Items for sale can be used in invoices, items for purchase can be used in purchase orders, items tracked will have their inventory level changed when selling or buying)

3. Terms list of terms for sale or purchase, such as 7 days, 30 days, 60 days etc.

4. Payment Methods list of possible payment methods will be pre-populated with default values

5. Tax Codes list of tax codes and rates, such as GST 10%, can be added to etc., but this is unlikely to be needed as tax codes are common Australia wide

6. All employees, customers, suppliers and personal contacts are “cards”, or types of cards and you can manage a list of card details such as name, contact and address(es) etc., per card.

7. Employee cards have additional functionality below addresses where you can manage additional details relating to payroll, wages, tax, super etc.

Please note: The Manage tab is where you would usually enter the details that make up the various lists. However, we have included quick add functionality to other activity screens - invoices, purchase orders, spend or receive money, payroll details etc. - to allow you to add items to the various lists on-the-fly”. For example, if you were creating an invoice and you had already completed the supply details like price, quantity, product or service details etc., and then you found that the customer wasn't in the drop down customer list, you could use the quick add” button to add the customer details there and then without losing the data you have already added to the invoice, and without having to go back to the Manage tab.

Creating an invoice:

The folllowing short video will help you with creating your first invoice.

Common use scenarios

1. Create invoices, add customer details, item(s) for sale, amounts and print or email to customers

2. Receive payments, record payments to your bank account by customers for open invoices, while updating invoices to closed” or partially paid”

3. Create purchase orders for items you want to buy, adding address details, amounts, dates etc., and print or send to your suppliers.

4. Pay bills (or supplier invoices) from your chosen bank account

5. Spend money on expenses when not using the purchase order facility for products and services that are ongoing and/or where payment is done in full at the time of purchase.

6. Receive money from sources other than sales/invoices.

7. Add employee details to the payroll

8. Payroll activities - manage pay cycle and payslips, verify details, pay and print or email to employees and print or mail to employees

9. Create profit and loss statements

10. Submit your BAS or TFN declarations via SBR

11. Produce reports