Running the G/L YTD Account Inquiry

Running the G/L YTD Account Inquiry

The G/L YTD Account Inquiry allows you to view the current balance in each account as of the selected year and period. Once you select an account, you can use two tabs to get more information about the account.

To access this inquiry from anywhere in FIMS, select Inquiries > G/L YTD Account Inquiry.

The Ledger Detail tab lists all posted General Ledger Journal entries for the selected account through the specified year and period.

Example: Ledger Detail Tab

The Account tab lists the General Ledger Account Number segments, Fiscal Year, Active / Inactive indicator, Account Type, Beginning and Ending Account Balance, Account Description, Date the account was added / changed, budget figures by period and net activity balances for each period for the selected account.

Example: Account Tab

NOTE: The tabs and Data Grid that are available with this inquiry are identical to the tabs and Data Grid on the Accounts supertab. Refer to the Accounts Supertab for more information.