The Nominal Transactions Enquiry screen

Access the Nominal Transactions Enquiry screen

Click Financials then click Nominal Transactions.
Note: All transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.

The Nominal Transactions Enquiry screen holds all the transactions from all your ledgers and enables you to make enquiries about transactions in your data file.

All of our enquiries use the same screens for consistency purposes.

You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the transactions you're interested in are displayed in the enquiry window.
Access to enquiry windows is controlled by your Security Profile.

Note: When clicking anywhere on a row, the action panel automatically opens from the right. You can close the action panel by clicking on the arrow in the middle of the panel.

The Nominal Transaction Enquiry is made up of the following sections:

Sections	Description
Record Count	Shows the number of transactions listed in the grid for the provided filter criteria. Updates depending on the filter criteria. Updates when you select transactions.
Search field	Search on Nominal Code or Header Reference which is the same as the Invoice, Credit Note Number field or Payment, Debit and Credit Adjustment Reference field as well as Voucher Reference fields on Journals. 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.
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.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry 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 transactions on the purchase ledger 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 transactions 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 transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
Hide Grouping	You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field. You can group multiple columns. You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping. You can turn grouping back on by clicking on Show Grouping.
The Grid	Default columns are displayed when the Enquiry 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. To sort on multiple columns, hold down the Shift key on your keyboard and click on the column you want to sort. You can filter on all 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. The Totals at the bottom right-hand side of the screen show the Credit and Debit GBP Totals When you select a transaction which has a different currency to your database's currency, you can see a currency switcher in the Totals section at the bottom of the enquiry screen. The currency switcher only appears when you have added a currency filter on your Advanced Filter panel.
Hyperlinks - Account Code and Account Name	You can click on the hyperlinks on the Nominal code to view the nominal record which depending on your security permissions opens in edit or view mode. If you don't have access to the Financials module Accounts option, the hyperlinks aren't visible on the enquiry screen.
Action Panel - Access Corrections and other options	Select the checkbox in front of a transaction 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. On the Documents tab, you can upload, download, preview, delete and view a list of documents for a transaction. For more information please refer to our Documents article. Note: If your database is not linked with Documents, you will not see the Documents tab on the Action Panel.

The Costing Transactions Enquiry screen

The Nominal Accounts screen

The Purchase Analysis Transactions Enquiry screen

The Purchase Transactions Enquiry screen

The Sales Transactions Enquiry screen