Viewing a General Ledger Account’s Detail

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Accounting > General Ledger > General Ledger

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the general ledger account and select the account by clicking on the corresponding line.

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Input an account number in the Go To Account field and press the [Tab] or [Enter] key on the keyboard.

Within the General Ledger Account Screen:

2. Click either the [Next Period] button, or the [Previous Period] button, at the top of the screen to view the desired period.

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Click the Go To Period dropdowns to select the desired Month and Year, and click the [Go] button.

3. Click the [Detail] button in the Action Ribbon.

· When the [Detail] button is clicked, a separate tab will open and display the Journals screen for the account number selected. The period displayed will be the same period for the month that was selected.