Use this window to view transactions for a Nominal / Cost Code for a particular period. You can use the Nominal Enquiry to match bank statements with transactions or e.g. look at how much revenue was gained from one particular nominal code in a month.
This page displays a grid with the dates the specified enquiry transactions took place. Clicking on the "+" to the left of the date will show each transaction made on this date and show more information such as the cost code, description and value of each transaction.
This grid displays a summary of the selected nominal code, showing the Budget, Forecast and Actual values for each period within the selected year. The Actual value figures are entered by the system from the nominal and cost codes if these codes have the Summary Details box ticked in their set up window for more information see Nominal Codes and Cost Codes. The Budget and Forecast figures can be entered from your own reports.
To update the the figures click on the Update button.
The figures can be transferred to a chart in Excel. Click on which type of chart you require.
Next to the totals at the bottom of the Budget, Revised and Actual columns are tick boxes. Tick the boxes of those columns you wish to include in your chart.