Next Generation - The Nominal Accounts screen | Access Financials Help Centre

The Nominal Accounts screen within the Financials module follows the same look and feel and functionality as our other record lists for consistency purposes.

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

To create a nominal account, please refer to our Create a nominal account article.

Access the Accounts screen:

Click Financials then click Accounts.
- Note: All nominal accounts are displayed for you.

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.
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 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 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 500,000 rows to protect the performance. You can run several exports at the same time, even from the same screen and you'll be notified individually as each one is completed. Export to Excel Current View - Exports the currently displayed or loaded records and columns, the default is to load 100 records. 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 icon 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 or nominal account name columns to view your nominal record. The record opens in View mode and if your security profile permissions has edit permissions, you can edit the nominal account. If you don't have access to edit nominal accounts, instead of an Edit button, you will see a Close button on the nominal account record.
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 profile 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, please refer to the creating, editing and deleting tasks article. On the Tasks tab, you can view and create new tasks. For more information on how to add a new task, follow our article on creating, editing, and deleting tasks .

Next Generation - Access the Action Panel from the Nominal Accounts screen

Next Generation - Edit a nominal account

Next Generation - The Cash Book screen

Next Generation - The Nominal Budgets screen

Next Generation - Utilise the Nominal Enquiry to its best