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View Heading Information

In General Ledger - Inquiry, you can display transactions for a specific heading on the Headings tab.

If you select the Transactions option and have sufficient security rights, you can double-click a transaction to display detailed information for the selected transaction.

  1. Under Run Inquiries, select the Inquiry Type tab.
  2. In the drop-down list, select Account Inquiry and click Go .
  3. Click on the Headings tab.
  4. Select the Month and Year you want to view.
  5. Click Lookup to select an Account Heading.
  6. To display a listing of transactions for the selected account heading, select Transactions. To display balances for the selected account heading, select Balance.
  7. If necessary, select any other options on the Heading tab.