Viewing a General Ledger Account’s History

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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 the [History] button in the Action Ribbon to open the Account History window.

· When the Month hyperlink is clicked, a separate tab will open and display the General Ledger screen for the account number selected. The period displayed will be the same period for the month that was selected.

· When the dollar amount entry’s hyperlink is clicked, a separate tab will open and display the Journals screen. The account number will be filtered and the period displayed will be the same period for the amount that was selected.