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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.

Description

The Nominal Activity report helps you review all recorded transactions for each ledger account.

Resolution

Run the Nominal Activity report

  1. From Reports, select All 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, Ledger Account or analysis filters.
  5. Select Calculate.

    NOTE:

    Select the settings cog settings cog displayed to the left of the column headings. to configure columns on the report. Reorder the columns or add and remove new columns. 

  6. The report displays all transactions within the selected date range.
  7. Select Export Summary or Export Detailed to download the report in either CSV or PDF format.

View transaction details ▼

To view a transactional breakdown:

Select the relevant transaction line and review the transaction details. Select Back in your browser to return to the report.

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 is valid

If transactions fall before your lockdown date:

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

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