Nominal codes let you categorise the money flowing through your club so you can report against different revenue items cleanly. They are how ClubRight maps your income to the right ledger codes in your accounting software, and they are required if you want to connect your club to Xero. This article covers what nominal codes are, how to set them up, and how to assign them to membership plans and products.
Why use nominal codes
Cleaner revenue reporting: see your income broken down by category in the Revenue Summary, Product Revenue, and other financial reports.
Accounting alignment: map your club's income lines to the ledger codes already in use in Xero, QuickBooks, or another accounting tool.
Xero integration: nominal codes are required to connect ClubRight to Xero.
Easier month-end: reports and exports are pre-categorised, so reconciliation takes less time.
How to set up a nominal code
Open Settings from the burger menu.
In the left sidebar, expand Finance & Billing and select Nominal Codes.
Click + Add new Nominal Code at the top right.
Enter a name in the Nominal Code field, for example "Memberships", "Day Passes", or "PT Income".
Choose how to save:
Save & Add Another: creates this nominal code and opens a fresh form for the next one.
Save & Edit: creates this nominal code and opens it so you can add the code value.
Save & Close: creates this nominal code and closes the form.
⚠️ Note: The setup form captures the name only. To add the code value (the alphanumeric reference used by your accounting software, for example "001" or "COMP001"), use Save & Edit, then enter both the Name and Code on the edit screen and click Save Changes.
How to edit or delete a nominal code
From Settings > Finance & Billing > Nominal Codes, click the edit icon next to the code you want to change.
Update the Name or Code field and click Save Changes.
To remove a nominal code, click Delete on the edit screen.
Assigning a nominal code to a membership plan
Nominal codes are optional on plans. To assign one:
Open the plan from Settings > Your Offerings > Membership Plans.
Go to the Reporting tab on the left of the plan editor.
In the Reporting & Integrations section, enter the code in the Nominal Code field.
Click Save Changes.
Assigning a nominal code to a product
Nominal codes are also optional on products. To assign one:
Open the product from Settings > Your Offerings > Products.
Go to the How is it recorded? tab on the left of the product editor.
In the Nominal Code field, start typing to pick from codes you have already used, or enter a new code.
Click Save Changes.
Where nominal codes appear in reporting
Once assigned, nominal codes show up across ClubRight's financial reporting and integrations:
Revenue Summary: a nominal codes breakdown alongside total revenue, till sales, and recurring payments.
Product Revenue: product sales grouped by nominal code, with VAT and items sold.
Xero export: club revenue mapped to the right ledger codes when synced to Xero.
Helpful tip
💡 Set up your nominal codes before you create plans and products. Adding codes upfront means every plan and product is categorised from the start, with no retrospective tidy-up needed.
Have more questions about nominal codes?
If you have a question that is not covered here, our Customer Success team is happy to help. Reach out via the orange chat button at the bottom right of your ClubRight dashboard.
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