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INXL Transaction Enquiry

Updated over 3 months ago

AOI inXL has an option to pull ledger transactions from Dimensions or Financials in to Microsoft Excel. Once the data is extracted you can then use the data to do your own analysis/reporting using normal Excel functions.
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To run a Transaction Enquiry, do the following:

  1. In Excel, click on the ACCESS INXL option in the main menu bar

  2. Click on Enquiry in the Transaction Enquiry menu section

  3. In the Dataset field, select the source data connection you wish to use

  4. For Period, select the From and To year/periods as required

  5. In the Ledger field, select the source ledgers you wish to extract transactions from

  6. In the Transaction field, select the types of transaction you wish to extract

  7. Click Next

  8. In the Transaction Enquiry - Filter by Codes, Categories and Sort Keys window, you can click the Nominal, Costing, Resources, Stock, Customer and Suppliers tabs to specify addition selection criteria a desired

  9. Click Finish

  10. A window will appear showing the number of transactions being selected and the results will be loaded in to a new sheet called TransEnquiry

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