Everything you need to configure nominal or financials ledger enquiries
Access all the Profit & Loss, Balance Sheet and nominal transaction enquiries
12 articles
- Next Generation - Access the action panel from nominal enquiriesA guide to accessing the Action Panel from the Nominal Transactions Enquiry screen, covering the available tabs and their functions, including Actions and Documents.
- Next Generation - The Balance Sheet Summary enquiryAn overview of the Balance Sheet Summary Enquiry, covering how major headings determine account classification, the available grid options, and how each balance sheet heading is calculated.
- Next Generation - The Not For Profit Summary All Periods enquiryAn overview of the Not For Profit Summary All Periods Enquiry, covering how to view annual figures across all periods, compare actual performance against budgets, and how transactions are grouped…
- Next Generation - The Not For Profit Summary Comparison enquiryAn overview of the Not For Profit Comparison Enquiry, covering how to compare actual turnover against forecast, budget, and prior year figures, grouped by profit and loss major headings.
- Next Generation - The Not For Profit Summary enquiryAn overview of the Not For Profit Summary Enquiry, covering how major headings determine account classification, the available grid options, and how each NFP summary heading is calculated.
- Next Generation - The Profit and Loss Summary All Periods enquiryAn overview of the Profit and Loss All Periods Summary Enquiry, covering how to view annual figures across all periods, compare actual performance against budgets, and how transactions are grouped…
- Next Generation - The Profit and Loss Summary Comparison enquiryAn overview of the Profit and Loss Comparison Enquiry, covering how to compare actual turnover against forecast, budget, and prior year figures, grouped by profit and loss major headings.
- Next Generation - The Profit and Loss Summary enquiryAn overview of the Profit and Loss Summary Enquiry, covering how major headings determine account classification, the available grid options, and how each P&L heading including gross profit, EBITDA, and…
- Next Generation - The Trial Balance Summary enquiryAn overview of the Trial Balance Enquiry, covering how it lists account balances grouped by all major headings to verify that debits and credits match at a given point in…
- Next Generation - Use the Advanced Filter panel on the Nominal Summaries enquiriesA guide to using the Advanced Filter panel on the Profit and Loss Summary Enquiry, covering how to configure grouping, search criteria, and the Allow Zero Budgets setting for both…
- Next Generation - Utilise the Nominal Enquiry to its bestAn overview of the Nominal Transactions Enquiry screen, covering how to search and filter transactions across all ledgers, configure columns, and access further actions via the Action Panel.
- Next Generation - View, upload, download, preview and delete documents for a nominal transactionA guide to managing documents against nominal transactions, covering how to upload, view, preview, download, and delete documents from the Nominal Transactions Enquiry.