Everything you need to know about the Financials Enquiries
All Nominal Ledger Enquiries
10 articles
The Nominal Transactions Enquiry screenAn overview of the Nominal Transactions Enquiry screen, covering how to navigate, search, filter, and access transaction details across all ledgers.
The Profit and Loss Summary Enquiry screenAn overview of the Profit and Loss Summary Enquiry screen, explaining how revenues and expenses are displayed by major heading and how key financial metrics such as gross profit, net…
The Profit and Loss Summary All Periods Enquiry screenAn overview of the Profit and Loss Summary All Periods Enquiry screen, explaining how to view and compare actual, budgeted, and forecasted performance across all periods within a financial year.
The Profit and Loss Summary Comparison Enquiry screenAn overview of the Profit and Loss Summary Comparison Enquiry screen, explaining how to compare actual, forecast, budget, and prior year turnover figures grouped by major heading.
The Balance Sheet Enquiry screenAn overview of the Balance Sheet Enquiry screen, explaining how assets and liabilities are displayed by major heading and how key financial positions such as net assets and capital employed…
The Trial Balance Summary Enquiry screenAn overview of the Trial Balance Summary Enquiry screen, explaining how debit and credit balances are displayed across all major headings to help identify accounting errors.
The Not For Profit Summary Enquiry screenAn 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…
The Not For Profit Summary All Periods Enquiry screenAn overview of the Not For Profit Summary All Periods Enquiry screen, explaining how to view and compare actual, budgeted, and forecasted performance across all periods within a financial year.
The Not For Profit Summary Comparison Enquiry screenAn overview of the Not For Profit Summary Comparison Enquiry screen, explaining how to compare actual, forecast, budget, and prior year figures grouped by major heading.
View, upload, download, preview and delete documents for a nominal transactionA guide to managing documents against supplier records, covering how to upload, view, preview, download, and delete documents from the Documents tab.