Selections, Summary

Use this window to filter results in the G/L Summary Analysis Inquiry screen. Click the Save Current button on the Info Bar to save this filter for future use.

Field

Description

Selections

G/L department

Enter the G/L account code to display in this field, or press Enter to display ALL on the inquiry.

Hide active / non-active accounts with no activity?

Select one or both of these check boxes to hide accounts with no activity from the grid.

Budget variance

Include all G/L accounts

Select this option to include all G/L accounts on the grid.

Over variance only Under variance only

Select whether to include G/L accounts over or under a budget year-to-date variance amount. If one of these options is selected, specify the YTD variance percentage or dollar amount.

Prior year variance

Include all G/L accounts

Select this option to include all G/L accounts on the grid.

Over variance only Under variance only

Select whether to include G/L accounts over or under a prior year-to-date variance amount. If one of these options is selected, specify the YTD variance percentage or dollar amount.

'Partial code' columns

Partial G/L account #1 Partial G/L account #2 Partial cost center code

Use this section to define the length of G/L account codes and cost center codes on the grid.

  • If the length is only one character, then the starting and ending positions are both "1".

  • If the G/L code length is three characters, then the starting position is "1" and the ending position is "3".

Account types

Select which cost types to include in the inquiry:

  • Assets

  • Liabilities

  • Capital

  • Income

  • Expense

  • Statistics

Direct cost

Select which direct costs to include in the inquiry:

  • Non-direct cost

  • Job cost

  • Equipment cost

  • Work order cost