The Nominal Accounts screen | Dimensions Help Centre

The Nominal Accounts screen within the Financials or Nominal Ledger module follows the same look and feel and functionality as our other record lists for consistency purposes, like the customers and suppliers screen.

The Accounts option is only available when you are not using Advanced Nominal Ledger and it allows you to get more information about the account.

If you wish to create a new nominal account, please refer to our Create a nominal account article.

Access the Accounts screen:

Click Financials then click Accounts.

The Accounts screen is made up of the following sections:

Sections	Description
Search field	Search on Nominal Code and Nominal Account Name. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches. You can search for the beginning of each word in the available quick search fields, no matter where they are. Example: If you wish to search for an Account Name of "The Access Group", you can now enter the words "The", "Access", or "Group" and Financials will intelligently find this result. For more ways to search for a customer record, please refer to our search for a nominal account article.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.
+ New Account	Opens up the nominal account creation screen.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the record list. For more information, refer to the advance filter articles we linked above.
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. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the records on the Nominal Accounts screen for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 50,000 rows to protect the performance. Export to Excel Current View - Exports the currently displayed or loaded records and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th record, this loads another 100 records. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
The Grid	Default columns are displayed when the record list screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns. Each column is sortable and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label and clicking on the 3 small horizontal lines to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once.
Hyperlinks - Nominal Code and Nominal Account Name	You can click on the hyperlinks on the nominal code and nominal account name columns to view your nominal record which depending on your security permissions opens in edit or view mode. If you don't have access to Nominal Accounts, you won't be able to access the Nominal Accounts screen.
Action Panel - Access Corrections and other options	Select the checkbox in front of a record to open it. The action panel opens on the right-hand side of the screen where you can access action cards. The Actions tab displays all action cards that are available for your security permissions. The Notes tab, you can add notes for the selected transaction. You can only select one record at a time. For more information on how the Action Panel works, please refer to access the action panel from a nominal account and to see how the tasks work, On the Tasks tab, you can view and create new tasks.

Search for a nominal account

The Customer Records screen

The Nominal Transactions Enquiry screen

The Sales Transactions Enquiry screen

The Supplier Records screen