These instructions assume you already have an AOI inXL data connection established. See the Create a data connection for inXL article for details. To run a Transaction Enquiry:
In Excel, click the **ACCESS INXL** option in the main menu bar.
Click **Enquiry** in the **Transaction Enquiry** menu section.
In the **Dataset** field, select the source data connection you wish to use.
For **Period**, select the **From** and **To** year and periods as required.
In the **Ledger** field, select the source ledgers you wish to extract transactions from.
In the **Transaction** field, select the types of transaction you wish to extract.
Click **Next**.
In the **Transaction Enquiry — Filter by Codes, Categories and Sort Keys** window, click the **Nominal**, **Costing**, **Resources**, **Stock**, **Customer** and **Suppliers** tabs to specify additional selection criteria as needed.
Click **Finish**.
A window appears showing the number of transactions selected. The results load into a new sheet called **TransEnquiry**.