Export nominal transactions to Excel from the Transaction Enquiry screens. Access these from the account itself or from the Enquiries menu in Financials.
Export from a nominal account
Click Financials, then click Accounts.
In the list, select the relevant account.
From the side bar, select Nominal Transactions.
This opens the Enquiries screen with the Nominal Code for the selected account already populated.
Export from the Enquiries menu
In Financials, click Enquiries.
Select Nominal Transactions.
Return and export data
Apply/amend any search criteria using the Advanced Filter (funnel icon) panel as required. Note, using the quick filter field will not filter the results for the Export to Excel, only using the Advanced Filter will filter the results for the export.
Click Apply to return the results.
In the top right of the middle list, click the Cog icon.
Use Configure Columns to add/remove columns for the data to be exported.
Click the relevant Export to Excel option.
The Export to Excel - All option is limited to 50,000 rows.
Select the file path to save the file.
The file can now be opened from the bottom of the browser, or by navigating to the saved file path from above.