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Run the Nominal Activity report

Created on  | Last modified on 

Summary

How to run the Nominal Activity report in Sage Accounting. This helps you review all recorded transactions for each ledger account.

Resolution

  1. From Reports, select More reports.
  2. Select Nominal Activity.
  3. Choose a period from the Period dropdown, or select Custom to enter your own date range.
  4. If required, select More, then choose Category or Group to filter the results.
  5. Select Calculate.

The report displays all transactions within the selected date range.

▼ View transaction details

To view a transaction:

  1. Select the relevant transaction line.
  2. Review the transaction details.
  3. Select Back in your browser to return to the report.
▼ Export or print the report
  1. Select Export Summary or Export Detailed.
  2. Choose one of the following formats:
  • CSV
  • PDF

If the PDF doesn't open, check that you haven't blocked pop-ups in your browser.

▼ Correct transactions from the report

If you have administrator access, you can correct supported transactions directly from the Nominal Activity Detail report.

Select transactions to correct

  1. Tick the checkboxes next to the transactions.
  2. Select Make corrections.

The Corrections wizard opens with supported transactions preselected.

You can only correct transactions when:

  • You have administrator permissions
  • The ledger account supports corrections

You can't correct transactions from:

  • Control accounts
  • Bank and cash accounts
▼ Understand correction restrictions

You can't correct certain transaction types, including:

  • Bank opening balances
  • General ledger opening balances
  • Bank revaluations
  • Customer receipts
  • Vendor payments

If you select unsupported transactions:

  • Sage excludes unsupported items and allows valid ones, or
  • Returns you to the report if none are valid

If transactions fall before your lockdown date:

  • Sage excludes restricted items and continues, or
  • Returns you to the report if none are valid

When you complete a correction, Sage refreshes the report automatically.