Account enquiry (nominal)

Use account enquiry

Open: Nominal Ledger > Nominal Enquiries > Account Enquiry.

1. Select the account you want to view.

   Note: If you see a message This account will not display in lists, this means the nominal account has been hidden. To change an account status, see Hide or show a nominal account.

2. Choose the information that you want to view by selecting the appropriate tab:

   • General shows the account type, details of the options that are in force for the account and the balance information.
   • Analysis shows the values set for the nominal account each analysis code.

   • Budgets shows details of budget figures and balances entered for the account for next year, the current year, and up to five previous years (as long as the data is still held on the system and you have set the View Budget History setting on the Options tab of Nominal Ledger settings).

     • Select the Display previous year adjustments to show adjustments that have been made against the selected nominal account.
   • Attachments displays a list of any files that are associated with the account, for example, images, spreadsheets, or documents.

   • Memo displays notes that are associated with the account.

     An * (asterisk) is displayed on the Memo tab if there are active memos.

     • To add memos, click Add.

       Enter the memo text and click OK.

       The memo details are added, along with the date and time that it was added as well as the user who created the memo.

     • To amend the memo information, click Edit.

     • To remove the memo, click Delete.

     • By default, memos that you add will be marked as Active. This can be changed by selecting the active memo and clicking Set as Inactive.

     • Select Show memo text to view the full text of the memo.