Viewing Chart of Accounts Information

You can use the G/L Chart of Accounts screen to:

• List all the accounts in the general ledger, in account number order, beginning with the account you specify.
• View detailed information for a selected account.

To view Chart of Accounts information:

1. Open General Ledger > G/L Accounts > Chart of Accounts.
2. If you want to view your chart of accounts beginning with a certain account number (for example, to start the list from revenue and expense accounts), enter or select the account number in the Starting Account field.
3. To display balances as of a certain period end, specify the ending year and period in the Period Ending field.
4. To display only rolled-up balances (rather than individual balances for members of rollup accounts), select the Use Rolled Up Balances option.
5. Click Apply.
6. View account information as follows:
   • Scroll through the list to view summary information for each account.
   • To view details for a particular account, click the Edit button in the Account field on the table.
   • To view transaction history for a selected account, click Transactions.
   • To compare fiscal sets for a selected account, click Fiscal Set Comparison.
   • To view budget information for a selected account, click Budget Maintenance.
   • To view the history for a selected account, click History Inquiry.
   • To view all the source currencies that have been posted to a selected account in the selected period, click Source Currency Inquiry.