View Account Information
In inquiry, you can display transactions for a specific general ledger account on the Accounts tab.
Viewing your open transactions in Inquiry before you post them helps you determine that the transaction is set up correctly to increase or decrease the account balance properly. Select the Open Transactions check box to view your open transactions in the account display. Otherwise, closed transactions (denoted by a Status of C) display.
If you select Transactions, you can double-click on a transaction to display detailed information for the transaction. You can also click on the headings in the grid to sort by those headings, or right-click and customize the grid.
- Under Run Inquiries, select the Inquiry Type tab.
- In the drop-down list, select Account Inquiry
and click Go
.
- Click the Accounts tab.
- Select the Month and Year you want to view.
- To select an Account Code, click
Lookup
.
- To display a listing of transactions for the General Ledger account, select Transactions. To display balances for the General Ledger account, select Balance.
- If necessary, select any other options, such as MTD, YTD, or All, on the Accounts tab.