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finance:inquiry:generalledgerinquiry:generalledgeraccountsummary [2017/07/28 19:25] – created emorenofinance:inquiry:generalledgerinquiry:generalledgeraccountsummary [2020/07/15 20:12] (current) emoreno
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-//**Breadcrumbs Breadcrumbs**//+//**Finance Inquiry > General Ledger Inquiry > General Ledger Account Summary**//
  
-<WRAP round intro>Include the short page introduction here.</WRAP>+<WRAP round intro>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. 
 +</WRAP>
  
  
-====Modify record:==== +====Perform general ledger account summary inquiry:====
- +
-++++Select a student | {{page>general:select_a_student&inline}} ++++  /*Inline folded include*/+
  
 +VCV Select any of the following fields to include in the inquiry:
  
 ^ Field                                        ^ Description    /*Table with two rows*/ ^ Field                                        ^ Description    /*Table with two rows*/
-^Campus ID|++|{{page>general:campus_id}}++ /*Folded include*/ +^Processed|Select to include account balances as of the end of the last reporting period.| 
-Pass/Fail|{{page>general:pass_fail}}     /*Includenot folded*/+^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 12, 3, and 4.| 
 +^Include Fund Totals|Reports class totals by fund.| 
 +^Exclude Objects 61XX|Select to exclude all object codes that begin with 61.|
  
-Click **Save**.<WRAP box>**NOTE:</WRAP>  
  
  
-====Other functions and features:====+^Account Code|{{page>general:account_code_gl_acct_summary}}|
  
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/ +VCV Click **Retrieve** to process the inquiry based on the values selectedThe page displays the general ledger account summary report. Fund totals by class are reported at the end of each fund.
  
 +[[general:printreport|Review the report.]]
 +
 +
 +====Other functions and features:====
  
 +^Reset|Click to clear the account code and return to the default setting (all Xs).|
  
 +{{indexmenu_n>10}}
  
  
  
  
finance/inquiry/generalledgerinquiry/generalledgeraccountsummary.1501269937.txt.gz · Last modified: 2017/07/28 14:25 (external edit)