G/L Summary Analysis Inquiry - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Field

Description

G/L account

Enter the G/L account code(s) to display on the grid, or press Enter to display ALL on the inquiry.

As of period-end

Enter the period-end date to display records through. The fiscal year and period based on the period-end date will display to the right of this field.

YTD Details Period Details

Click the corresponding button to open the G/L Detail Analysis Inquiry screen to view year-to-date or period detail transactions for the selected account.

Note: These buttons will be hidden if you do not have security authorization for the G/L Detail Analysis Inquiry screen.

Group by

Drag column headings to the Group by bar to create a custom grouping. Click the Save Current button on the Info Bar to save this grouping for future use.

For example, you might want to group by budget vs. actual totals, or current YTD totals vs. previous YTD totals.