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The Not For Profit Summary Enquiry screen

An overview of the Not For Profit Summary Enquiry screen, explaining how income and expenditure are displayed by major heading and how key metrics such as net movement in funds are calculated.

Updated over a week ago

This article aims to explain the Not For Profit or NFP Summary enquiry screen in more detail.
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The NFP Summary enquiry shows very similar information to the P&L Summary enquiry. The treatment of a nominal account within the NFP Summary enquiry is determined by the Major Heading assigned to each nominal account.
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You can only see nominal accounts which are assigned to a P&L type major heading. These are major heading 1 to major heading 6.
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As default, the Year and the Period on the Advanced Filter panel will default to the current year and the current working or open period in your database and you can remove any default filters and add in your own.

The NFP Summary Enquiry grid in more detail:

Field

Description

Place value or Units

  • Drop-down list for the value of a digit according to its position in a number such as:

    • Tens

    • Hundreds

    • Thousands

    • Millions
      ​Note: Only changes the view of the enquiry and does not pull through to the excel report.

Decimal place number

  • Drop-down list that changes the number of decimal places displayed dependent on your selection of a number from one to eight.

Note: Only changes the view of the enquiry and does not pull through to the excel report.

Saved Filters

  • A list of saved filters that are available.

  • Filters are saved using the advanced Filter pane, for more information please refer to how to use the advanced filter.

Cog

  • Contains a list of actions which can be carried out on the enquiry.

  • Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns.

  • Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel.

  • Export to Excel - Full Summary - Exports all transactions for all your nominal categories in expanded mode.

  • Export to Excel - Current View - Exports all transactions displayed on the enquiry in collapsed mode.

The NFP Summary headings are as follows:

Headings

Description

Sales

  • Includes all nominal accounts where the major heading is 1.

Other Income

  • Includes all nominal accounts where the major heading is 3.

Cost of Sales

  • Includes all nominal accounts where the major heading is 2.

Overheads

  • Includes all nominal accounts where the major heading is 4.

Expenditure

  • Calculated as Cost of Sales + Overheads + Finance Charges + Tax.

Net Movement in Funds

  • Calculated as Income - Expenditure.

Net Movements in Funds %

  • Calculated as (Net Movement in Funds ÷ Income) x 100

Related Articles
The Balance Sheet Enquiry screen
The Not For Profit Summary All Periods Enquiry screen
The Not For Profit Summary Comparison Enquiry screen
The Profit and Loss Summary Comparison Enquiry screen
The Profit and Loss Summary Enquiry screen
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