G/L Account Transactions (Archived)

Use this sub-module to view  transactions for a particular General Ledger account for a closed posting period.

To access this window, click :Accounts Module - > Navigate - > Operations - > Transaction Journal - > G/L Account Transactions (Archived)

The following screen will open up:

G/L Account Transaction Journal Window.

Viewing A G/L Account Transaction Journal

G/L Account - Select a G/L Account name by clicking on the lookup icon to open a G/L Account Lookup dialog Box: 

G/L Account Lookup.

 Select the G/L Account that you want to view.

The type and cost center data fields will be automatically populated once the account is selected

2. Select the date range within which you want to view the transactions.

  Sort by Created Date or Value Date by choosing custom  ;

Start and End Date.

Alternatively, use the search field to retrieve a particular G/L transaction journal.

Click on the refresh button to reload data onto the screen. 

All details pertaining the transactions within the selected account are displayed. 

G/L Account Transactions Journals Fig 4.

The account summary is also displayed on the screen's lower pane: 

Account Summary.

 

Viewing A Specific G/L Account Transaction : 

 Once data is reloaded onto the screen, a specific g/l  transaction detail can be viewed by: 

1. Identify transaction to be viewed. 

2. Click on the view Icon against the transaction to open the following window :  

 

  G/L Account Transactions Journals Fig 6.


 

The G/L Account transaction journals is used to view any  G/L Account affected by a transaction by selecting the appropriate account.

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