---
title: "General Ledger: Account Detail, History, and Schedules"
description: View Account Details, Schedule, and History in the General Ledger
---

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3. [General Ledger \> General Ledger](https://help.dominiondms.com/en/knowledge/accounting?hsLang=en#general-ledger-general-ledger)

July 3, 2025

# General Ledger: Account Detail, History, and Schedules

## Access Account Detail, History, and Schedules from the General Ledger Screen

From the General Ledger screen, users can conveniently access in-depth account information through three key features:

- [**Account History**](https://help.dominiondms.com/en/knowledge/viewing-a-general-ledger-accounts-detail#history) – Quickly review historical activity for the selected account. Users can click on specific months or dollar amounts to drill into corresponding ledger and journal details in separate tabs.
- [**Account Detail**](https://help.dominiondms.com/en/knowledge/viewing-a-general-ledger-accounts-detail#detail)– View a detailed breakdown of all journal entries associated with the selected account for a specific period. This includes transaction dates, descriptions, amounts, and source references.
- [**Schedules**](https://help.dominiondms.com/en/knowledge/viewing-a-general-ledger-accounts-detail#schedules)– Open the account's scheduled activity, such as recurring transactions or budgeted amounts, for the selected period. This view helps align actuals with planned entries.

#### **Navigate to: Accounting \> General Ledger \> General Ledger**

These tools provide an in-depth view of an account’s financial activity and overall context. Analyze transaction-level details, trace historical trends across accounting periods, and compare actual activity against planned or scheduled entries.

### **Account History**

**Within the General Ledger:**

- Use the filter/sort tools to narrow down the list and click on the desired account line.
- **Or**, enter the account number in the **Go To Account** field and press **Tab** or **Enter** on your keyboard.

![Screenshot 2025-07-03 091220](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20091220.png?width=561&height=62&name=Screenshot%202025-07-03%20091220.png)  
**On the Account Screen:**

- Click the **\[History\]** button in the **Action Ribbon** to open the **Account History** window.

![Screenshot 2025-07-03 083115](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20083115.png?width=186&height=44&name=Screenshot%202025-07-03%20083115.png)

- Clicking a **Month** hyperlink will open a new tab displaying the **General Ledger** screen for the selected account and month.

- Clicking a **dollar amount** hyperlink will open a new tab displaying the **Journals** screen. The view will be filtered to the selected account and period.
  
  ![Screenshot 2025-07-03 091841](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20091841.png?width=375&height=257&name=Screenshot%202025-07-03%20091841.png)

### **Account Detail**

**Within the General Ledger**

- Use the filter/sort tools to narrow down the list and click on the desired account line.
- **Or**, enter the account number in the **Go To Account** field and press **Tab** or **Enter** on your keyboard.

![Screenshot 2025-07-03 091220](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20091220.png?width=561&height=62&name=Screenshot%202025-07-03%20091220.png)  
**On the Account Screen:**

- Click the **\[Detail\]** button in the **Action Ribbon**  
  ![Screenshot 2025-07-03 083142](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20083142.png?width=176&height=45&name=Screenshot%202025-07-03%20083142.png)
- A new tab will open, displaying the **Journals** screen for the selected account and period.
- Use the **\[Next Period\]** or **\[Previous Period\]** buttons at the top of the screen to navigate between periods.
  
  ![Screenshot 2025-07-03 092427](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20092427.png?width=497&height=153&name=Screenshot%202025-07-03%20092427.png)

### **Schedules**

**Within the General Ledger**

- Use the filter/sort tools to narrow down the list and click on the desired account line.
- **Or**, enter the account number in the **Go To Account** field and press **Tab** or **Enter** on your keyboard.

![Screenshot 2025-07-03 091220](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20091220.png?width=561&height=62&name=Screenshot%202025-07-03%20091220.png)

**On the Account Screen:**

- Click the **\[View Schedule\]** button in the **Action Ribbon.**

**![Screenshot 2025-07-03 083208](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20083208.png?width=204&height=50&name=Screenshot%202025-07-03%20083208.png)**

If the \[**View Schedule**\] button is visible but disabled, the account it not Scheduled ![](https://help.dominiondms.com/hs-fs/hubfs/image-png-Jul-03-2025-01-39-18-9877-PM.png?width=67&height=32&name=image-png-Jul-03-2025-01-39-18-9877-PM.png)

- A new tab will open displaying the **Schedules** screen for the selected account.

- Details will reflect the period currently being viewed for that account.

![Screenshot 2025-07-03 093117](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-07-03%20093117.png?width=670&height=202&name=Screenshot%202025-07-03%20093117.png)

 

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    - [Reports \> Quarterly Reports](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#reports-quarterly-reports)
    - [Maintenance \> Employee Information](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#maintenance-employee-information)
    - [Payroll \> Reports](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#payroll-reports)
    - [Maintenance \> Archive Current Year](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#maintenance-archive-current-year)
    - [Payroll \> Processing](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#payroll-processing)
- [OEM DCS](https://help.dominiondms.com/en/knowledge/oem-dcs?hsLang=en#main-content)

    - [GM](https://help.dominiondms.com/en/knowledge/oem-dcs?hsLang=en#gm)
    - [Ford](https://help.dominiondms.com/en/knowledge/oem-dcs?hsLang=en#ford)
- [General Topics](https://help.dominiondms.com/en/knowledge/general-topics?hsLang=en#main-content)

    - [Print](https://help.dominiondms.com/en/knowledge/general-topics?hsLang=en#print)
    - [VUE](https://help.dominiondms.com/en/knowledge/general-topics?hsLang=en#vue)
- [VUE Training & User Guides](https://help.dominiondms.com/en/knowledge/vue-training-user-guides?hsLang=en#main-content)

    - [User Guides](https://help.dominiondms.com/en/knowledge/vue-training-user-guides?hsLang=en#user-guides)
- [Podcasts and VideoCasts](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#main-content)

    - [Service Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#service-management)
    - [Collision Center/ Body Shop](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#collision-center-body-shop)
    - [CRM](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#crm)
    - [Document Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#document-management)
    - [Vehicle Inventory Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#vehicle-inventory-management)
    - [Accounting Processes](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#accounting-processes)
    - [F&I Deal Process](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#fi-deal-process)
    - [Payroll](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#payroll)
    - [Retail and Fleet Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#retail-and-fleet-management)
    - [Digital Retail](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#digital-retail)
    - [Credit Bureaus](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#credit-bureaus)
    - [eContracting](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#econtracting)
    - [Marketing](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#marketing)
    - [Payment Processing](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#payment-processing)
    - [Registration and Titling](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#registration-and-titling)
- [Recent Enhancements](https://help.dominiondms.com/en/knowledge/recent-enhancements?hsLang=en#main-content)

    - [VUE Software Updates](https://help.dominiondms.com/en/knowledge/recent-enhancements?hsLang=en#vue-software-updates)

[![Dominion DMS](https://help.dominiondms.com/hs-fs/hubfs/DominionDMSemail.jpg?width=600&height=87&name=DominionDMSemail.jpg "Dominion DMS")](https://www.dominiondms.com)

150 Granby St  
Norfolk, VA 23510

<https://www.linkedin.com/company/vuedms/> <https://www.facebook.com/dominiondms> <https://www.youtube.com/channel/UCAKPICkT4rMn1lAp1bOgq0A> <https://www.instagram.com/dominiondms>

[Copyright - Dominion DMS](https://forms.office.com/Pages/ResponsePage.aspx?id=6f83PexuWE-xqW9kLygglODQggSQzXZEttZ8lNAOypBUN1hUV0VUTlpXMzE5RVdOVEtVVU5CMlVROS4u)