This is the main browse of account information, including balances and other various data.

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Options

Search: Determines what to order by and search by.

Status: Select if you wish to see all, active, or inactive accounts.

View: Allows you to save your settings of which columns are displayed or hidden as well as what order columns show in. To hide or unhide columns click the customize columns button and check which columns are to be displayed. To order columns you can either click the customize columns button or just drag columns where you want them by dragging the column header. You can save a view by clicking the save view button. You must be authorized in security to save or delete views.

Columns: For help on sign control click here.

Account#: The G/L account number, consisting of the different divisions, separated by dashes. The account# size can be changed in G/L Options.

Description: A brief description of what the account is. This is the description you will use when searching by account description.

Division Descriptions: Displays the descriptions for each account division.

Alias: This is an optional field used for your reference only in order to have a separate chart of account structure. This may be an old account#. If an alias is entered, the chart of accounts can be viewed in that order on the accounts screen.

Actual Last Period: Balance at the end of last period.

Entered This Period: Amount entered into the current period.

Encumbered: This column represents the encumbered balance of purchase order entry.

Current: The current balance of this account, including any entries in a batch that have not yet been posted.

Forecast: The current year forecast. If no forecasts were entered then this is the budget. You can add or revise budgets in budget entry.

Remaining: The amount of budget remaining for the current year (Remaining = Current - Budget).

Original Budget: The original budget entry before any revisions or forecasting was done.

Active: An account must be active for entry to be allowed. If an account is inactive, all information and history may be browsed; however entry will not be allowed. To inactivate a group of accounts see Global Account Edit.

Modify User: The user who last modified the account. If you would like to see information about who edited the account, go to audit history under the account menu.

Modify Date/Time: The date and time the account was last modified.