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The Nominal Activity report

You can use the Nominal Activity report to view your ledger account balances, as well as a breakdown of the transactions recorded against any single nominal ledger account, for a date range of your choice. You can also export this information to a CSV file or PDF.

  • 1. Go to Reporting, then click More.
  • 2. Click Nominal Activity.

If required, you can search for a particular transaction by entering the reference or the value of the transaction in the Type to search box.

  • 3. On the Period list, click one of the following options:
This Month To produce the report for the current month, select this option.
This Quarter To produce the report for the current quarter, select this option.
This Year To produce the report for the current year, select this option.
This Financial Year This option only appears if you enter your Year End Date in Financial Settings > Accounting Settings & VAT.
The report dates default to a 12 month period, based on the day and month you entered for your Year End Date.

Note: This produces the report for the current year regardless of the year set in Financial Settings > Accounting Settings & VAT.
Last Month To produce the report for the previous month, select this option.
Last Quarter To produce the report for the previous quarter, select this option.
Last Year To produce the report for the previous year, select this option.
Last Financial Year This option only appears if you enter your Year End Date in Settings > Accounting Settings & VAT.

The report dates default to a 12 month period for the last financial year, based on the day and month you entered for your Year End Date.

Note: This produces the report for the previous year regardless of the year set in Settings > Accounting Settings & VAT.
Custom Enter the report dates you want to run the report From and To.
  • 4. Click More, then complete the following information if required:
  • Category – Choose the ledger category you want to run the report for. For example, Overheads.
  • Ledger Account – If you want to view the activity of one particular nominal ledger account, choose the relevant account.
  • 5. Click Calculate.
  • 6. To view details of a transaction, simply click on the relevant entry line.

To return to the report, click Back on your Internet browser menu bar.

  • 7. Click either Export Summary or Export Detailed.
  • 8. To save or print the report, choose one of the following options:
  • CSV – Depending on your Internet browser, the file automatically downloads to your Downloads folder or you’re prompted to save the file. If prompted, browse to where you want to save the file, then click Save.
  • PDF – The PDF opens in a new window or tab. Open your internet browser file menu, then choose to either print or save the report.

    Please note, if the PDF document doesn’t open in a new window this is usually due to pop-ups being blocked on your internet brower settings. To change these settings our Pop-ups blocked guide will help you.

You’ve successfully produced the Nominal Activity report.

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