Look Up Expense, Revenue or Equity Instructions (printer friendly)
|
|
Look Up Expense, Revenue or Equity Activity for a Cost Center
1. General Ledger – Review Journal/Ledger Data – Ledger
2. Search for and select an existing inquiry, or…
3. Add a new Inquiry.
|
|
|
4. Enter the Ledger: Actuals.
5. Enter the Fiscal Year
6. Enter the Range of Accounting Periods
|
|
|
7. Enter a specific account or use a wildcard (%)
a. Expense = 5%
b. Revenue = 4%
c. Equity = 3%
8. Enter the Program or Project and any other criteria.
9. Deselect chartfields to omit when the data is displayed.
10. Click the Ledger Balances link.
|
|
|
11. If all rows of data are not displayed, return to the Inquiry Criteria page.
|
|
|
12. If needed, increase the maximum number of rows, then click the Ledger Balances link
|
|
|
13. Activity is displayed by Account and Period.
14. Click any column heading to sort the data.
|
|
|
15. To use Excel, scroll right and select the Download to Excel button.
|
|
|
16. Use Excel to subtotal or sort the data.
|
|
 |
