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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:
Select any of the following fields to include in the inquiry:
Field | Description |
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Processed | Reports account balances as of the end of the last reporting period. |
Current Period | Reports account balances as of the current accounting period. |
Next Period | Reports account balance as of the next accounting period. |
Balance Accounts Only | Reports 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. |
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.
Review the report using the following buttons:
Click to go to the first page of the report.
Click to go back one page.
Click to go forward one page.
Click to go to the last page of the report.
The report can be viewed and saved in various file formats.
Click to save and print the report in PDF format.
Click to save and print the report in CSV format. (This option is not available for all reports.) When a report is exported to the CSV format, the report headers may not be included.
Click X to close the report window. Some reports may have a Close Report, Exit, or Cancel button instead.
Reset | Click to clear the account code and return to the default setting (all Xs). |
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