Inquiry
View open and posted transactions for each fund, core account, and optional segments.
Narrow down any budget inquiries to quickly view transactions made for a particular account.
Filter Transactions by Segment
- Click .
- Select the segments that you want to view transactions for.
- If you want to exclude open transactions, clear the Include Open Transactions box.
- Click Apply.
- Optional: Click the calendar drop-down and select a date range. You can also enter a customized date range in the text boxes, or select dates on the calendar.
Filter Transactions Even Further
- Click .
- Select the segments, such as fund and core account, that you want to view transactions for.
- Click Apply.
- Click
.
- Enter and select the fields you want to filter by.
- Click Filter.