 |
By default, inactive accounts are not included in the search results. If you would like to include inactive accounts, make sure that the Include Inactive Accounts checkbox is selected. |
This lookup option and the Select From List tab are only available to users with permission to view a limited number of accounts, fewer than the maximum allowed set by the system administrator. To update the maximum account number, contact your system administrator.
1. Access the GL Account Lookup portlet.
2. Click Lookup GL Account Information.
3. From the drop-down option list, select how you want to compare the actual expenses. Select from the following:
o Full Annual compares actual expenses to the total annual budget.
o Period Range compares actual expenses to the budget period.
o No Budgets does not return any budget information.
|
By default, inactive accounts are not included in the search results. If you would like to include inactive accounts, make sure that the Include Inactive Accounts checkbox is selected. |
4. To view the balance and related income/expense account transactions for any fund accounts you are working with, select the Include activity for fund accounts checkbox.
|
When this check box is not selected, the balance of fund accounts will typically total $0 as fund accounts do not have transactions entered directly against them. |
5. Select the Select From List tab.
6. From the Sort By drop-down option list, select Account Number or Description to determine the order in which the available account numbers are displayed.
7. From the account list, select the accounts to be reviewed.
To select multiple accounts, press the Ctrl or Command key and select accounts.
8. In the Date Range for Transactions section:
· From the Year drop-down list options, select the appropriate year for which you want to review account information.
· If you selected Period Range in the top section, then choose the Begin Period and End Period drop-down list options, selecting the appropriate month for which all actual expenses are calculated through.
· From the End Period drop-down list options, select the appropriate ending month for which all actual expenses are calculated through.
· From the Results Per Page drop-down list options, select 50, 100, 200, or All Results to determine how many accounts are displayed per results page.
· Click the Go button. The Account Summary page appears.