Budget Account Codes Inquiry

Budget > Inquiry > Budget Account Codes Inquiry

This page is used to perform the following functions if you have accounts set up on the Maintenance > User Profiles page in District Administration:

  • Review the balance total of an account or group of accounts based on the accounts in the User Profiles page.
  • Review the balance summary of an account or group of accounts based on the accounts in the User Profiles page.
  • View records on the page or on a printed report.

Perform a budget inquiry:

Field Description
Summary

Select to create a summary only report, or select Totals to create a fund/class totals only report. Both inquiry reports display the values for the following columns:

• Last Yr Closing Amt
• This Yr Original Budget
• This Yr Amend Budget
• This Yr Actual Amt
• Next Yr Requested
• Next Yr Recommend
• Next Yr Approved

Note: The data in the Next Yr columns is determined by the user's profile in Security Administration.

Exclude Objects 61XXSelect to exclude all object codes that begin with 61.
Account Code

The 20-character account code mask with all Xs is displayed. Only the accounts to which you have access on the Maintenance > User Profiles page in District Administration are displayed in the drop-down lists.

Only populate the account code elements to use during the selection process (e.g., if you want a summary of the supply accounts for campus 001, the account mask would be XXX-XX-63XX-XX-001-XXXXXX).

Click an account code element to select available accounts to include in the mask. Only those account codes that match the selected account code elements are retrieved.

Other functions and features:

RetrieveClick to process the selected inquiry report. The requested report with all of the selected accounts is displayed. Review the report.
Reset

Click to clear the account code and return to the default setting (all Xs).