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finance:inquiry:generalledgerinquiry:generalledgeraccountsummary
General Ledger Account Summary - FIN5000
Finance > Inquiry > General Ledger Inquiry > General Ledger Account Summary
This tab is used to perform a single-line inquiry of account balances. On this tab, you may:
- Review the balances on individual accounts.
- View the balances in a summary view of the account.
- View records by page or by printing.
Perform a general ledger account summary inquiry:
❏ Select any of the following fields to include in the inquiry:
| Field | Description |
|---|---|
| Processed | Select to include account balances as of the end of the last reporting period. |
| Current Period | Select to include account balances as of the current accounting period. |
| Next Period | Select to include account balances as of the next accounting period. |
| Balance Accounts Only | Select to include only account classes 1, 2, 3, and 4. |
| Include Fund Totals | Reports class totals by fund. |
| Exclude Objects 61XX | Select to exclude all object codes that begin with 61. |
| Account Code |
Type an account code in each of the account code field components.
Click For example, if you want a summary of all supply accounts for campus 001, the account mask would look like the following: XXX-XX-63XX-XX-001-XXXXXX |
|---|
❏ Click Retrieve to process the inquiry based on the values selected. The page displays the general ledger account summary report. Fund totals by class are reported at the end of each fund.
Other functions and features:
| Reset | Click to clear the account code and return to the default setting (all Xs). |
|---|
finance/inquiry/generalledgerinquiry/generalledgeraccountsummary.txt · Last modified: 2020/07/15 20:12 by emoreno