How do I extract nominal transactions to a csv file?
From Catalyst
Summary
This article advises how to extract a range of Nominal transactions into a csv file. This is a common request from external accountants.
More Information
The 'Nominal Transactions to Excel' report will output the range of items to 'SX\SXIcons\Output\Nominal.csv'. It will auto launch if you have a suitable file reader such as Excel. You may then wish to re-save it as an Excel Worksheet into the location of your choice.
 | It will not include any Sales or Purchase Ledger items which have not yet been updated to the Nominal as part of your month end process. |
Go to " Systems or Accounts Reports & Settings or Sales Ledger or Purchase Ledger Reports Accounts Report Generator".
- At "Filter on" enter 'NRT' and click [Search].
- Select 'NRT' and click [Start].
- Enter your ranges (you are advised to leave "Include historical items?" to 'Yes') then click [Start].
- The file will generate and open using the option your pc is set to use for .csv files.
- Re-save it into a suitable location if you wish.
 | If your system does not have the 'Nominal Transactions to Excel' report please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page. It can be added to your system. |
Nominal Review
You may also output transactions for an individual centre or the totals for a range of centres using Nominal Review.
Please be aware you cannot output all transactions for all centres using this option.
See also
