Nominal Drill Down

8 years ago
Kerry Sweeney
1 minute

You can view the nominal drill down by using the Drill Down grid or the Nominal Drill Down report.

Drill Down Grid

  1. On the operations menu go to Nominal Ledger -> Drill down.
  2. To get a drill down of a single nominal code, enter this code into the ‘from nominal’ and ‘to nominal’
  3. Select the period you want to see the drill down for, select the refresh icon.
  4. This will show you the break down for the selected nominal code for the period selected

  1. To see this in more detail you can select the ‘Detail Drill Down’ icon.
  2. You will be able to see all the transactions that have taken place for this nominal code/ bank account.

 

Nominal Drill Down Report

The Drill Down report is also available. To run this:

  1. Go to Reports Menu -> Nominal Ledger -> Nominal Drill Down.
  2. Select the nominal codes and dates.

  1. Select how you want to output the report (print/export to file)
  2. You will now see a drill down report with the information you have selected.