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finance:inquiry:generalledgerinquiry:generalledgeraccountsummary

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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:

ProcessedReports account balances as of the end of the last reporting period.
Current PeriodReports account balances as of the current accounting period.
Next PeriodReports account balance as of the next accounting period.
Balance Accounts OnlyReports only account classes 1, 2, 3, and 4.
Include Fund TotalsReports class totals by fund.
Exclude Objects 61XXSelect to exclude all object codes that begin with 61.
Field Description
Campus ID
Pass/Fail

Click Save.

**NOTE:

Other functions and features:

Delete a row.
finance/inquiry/generalledgerinquiry/generalledgeraccountsummary.1501604247.txt.gz · Last modified: 2017/08/01 11:17 (external edit)