Next Generation - The Not For Profit Summary enquiry

This article aims to explain the Not For Profit or NFP Summary enquiry screen in more detail.

The NFP Summary enquiry shows very similar information to the P&L Summary enquiry. The treatment of a nominal account within the NFP Summary enquiry is determined by the Major Heading assigned to each nominal account.

You can only see nominal accounts which are assigned to a P&L type major heading. These are major heading 1 to major heading 6.

For more information, please refer to default Major Headings and Reporting Codes.

Note: Any nominal account that has been set up with the Allow Zero Budgets option selected will always be included in the P&L and Balance Sheet enquiries regardless of the Include Zero Lines option on the Advanced Filter panel.

The year and period fields default to the current working or open periods and can be changed.

The NFP Summary Enquiry grid in more detail:

Field	Description
Place value or Units	Drop-down list for the value of a digit according to its position in a number such as: Tens Hundreds Thousands Millions Note: Only changes the view of the enquiry and does not pull through to the excel report.
Decimal place number	Drop-down list that changes the number of decimal places displayed dependent on your selection of a number from one to eight. Note: Only changes the view of the enquiry and does not pull through to the excel report.
Saved Filters	A list of saved filters that are available. Filters are saved using the advanced Filter pane, for more information please refer to how to use the advanced filter.
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. Export to Excel - Full Summary - Exports all transactions for all your nominal categories in expanded mode. Export to Excel - Current View - Exports all transactions displayed on the enquiry in collapsed mode.

The NFP Summary headings are as follows:

Headings	Description
Sales	Includes all nominal accounts where the major heading is 1.
Other Income	Includes all nominal accounts where the major heading is 3.
Cost of Sales	Includes all nominal accounts where the major heading is 2.
Overheads	Includes all nominal accounts where the major heading is 4.
Expenditure	Calculated as Cost of Sales + Overheads + Finance Charges + Tax.
Net Movement in Funds	Calculated as Income - Expenditure.
Net Movements in Funds %	Calculated as (Net Movement in Funds ÷ Income) x 100

Next Generation - The Balance Sheet Summary enquiry

Next Generation - The Not For Profit Summary All Periods enquiry

Next Generation - The Not For Profit Summary Comparison enquiry

Next Generation - The Profit and Loss Summary Comparison enquiry

Next Generation - The Profit and Loss Summary enquiry