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View a list of nominal transactions

You can view nominal transaction information in Dimensions in three ways.

Dimensions enquiry screen

  1. Click the Home tab in Dimensions.

  2. Click Financials and select Nominal Transactions.

  3. Click the down arrow in the top left of the screen and set an appropriate period range.

  4. Choose what to filter by using the search fields at the bottom of the screen.

  5. Click Display on the top bar. The period range and filters you set affect how quickly results load — the broader the range, the longer it takes.

  6. To print, click the printer icon on the top bar and choose your print options. To export, click the Excel button.

Crystal Reports

  1. Click the Financials tab.

  2. Click ACR.

  3. Various reports are available here that may give the details you need.

  4. The nominal journals all transactions reports are the most relevant.

Dimensions reports

  1. Click the Financials tab.

  2. Click Transactions.

  3. Click Journal Reports.

  4. Click All Transactions.

  5. Choose the relevant general criteria for the report.

  6. Use Simple Search to further filter the data.

  7. Once you have selected the relevant criteria, click the green tick to print the report.

Access INXL

If you have the Access INXL add-in for Microsoft Excel, you can use the Enquiry option under the Access INXL tab to fetch nominal transactions. You can also use the Access tab within Excel with the Setup Update template to pull through nominal transactions. If you need to filter on specific financial periods and the Nominal Transactions window does not return this data, enable the View Transaction Enquiries by Year ID setting: 1. Click the System tab. 2. Click Options. 3. Click System Control Options. 4. Click System Format. 5. Tick View Transaction Enquiries by Year ID. 6. Click Save.

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