How to Search for a G/L

There are two ways to conduct a G/L account search in the G/L Account Management screen:

•Simple Search

•Advanced Search

Note: Click on any one of the above links to learn more about that section.

Simple Search

Use the following steps to perform a simple G/L account search:

1. Click on the Business tab, click General Ledger, and select G/L Account Management.

Note: The Session Accounting Year field will display the current year the user is signed into.

2. Enter the Account Number. This is an auto-complete field.

3. Click on the Search button. The G/L account will be retrieved in the grid.

Note: Click on the G/L # hyperlink to inquire on an account. The G/L Inquiry screen will display the account information.

Advanced Search

Use the following steps to perform an advanced G/L account search:

1. In the G/L Account Management screen, click on the Advanced Search link. The G/L Advanced Search dialog box will be displayed.

Note: The G/L Account Elements and Alias Elements are board specific as setup in the Accounting Settings.

2. In the Account Elements section, click on the drop-down menu beside the corresponding element to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

3. In the Alias Elements section, click on the drop-down menu beside the corresponding element to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

4. Click on the Search button or click on the Cancel button to return to the G/L Account Management screen. The G/L accounts that meet the search criteria will be retrieved and displayed in the G/L Search Results Grid.

Note: if all fields in the Account Elements and Alias Elements are left empty (no selection is made), all the existing G/L accounts will be retrieved.

Click on any of the following to return to the previous process being worked:

•How to Activate/Deactivate a G/L

•How to Activate/Deactivate Multiple G/Ls

•How to Rebuild a G/L Description

•How to Rebuild Multiple G/L Descriptions

•How to Delete a G/L

•How to Lock/Unlock a G/L

•How to Lock/Unlock Multiple G/Ls

•How to Modify a G/L