How do I view accounts by date range, account type, and segment?

View accounts.

 

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How do I view accounts by date range, account type, and segment?

Before you get started

Launching the Account List page

Using drill-down capability to view more information

Viewing accounts by date range

Viewing accounts by account type

Viewing accounts by segment

Before you get started

Launching the Account List page

There are two ways to view the Account List page. You can click the link on the Account Watch List widget or you can use the Applications menu.

Option 1: Account Watch List widget

On My Dashboard, click the view Account List link on the Account Watch List widget.

View Account List link on the Account Watch List widget

Option 2: Applications menu

Or click the Applications icon and select the Account List link from the items listed under General Ledger.

Account List link on the Applications menu

Updated 19Jul2018

Using drill-down capability to view more information

Values that display in blue font have drill-down capability. On the Account List page, the period amount and YTD amount have drill-down capability.

Account List page showing values with drill-down capability

When you click on a value with drill-down capability,

Account List page selecting value with drill-down capability

...the Amount Details form displays on the screen. It shows the transactions that are linked to the amount. To exit, click the OK button.

Amount Details

Updated 20Jul2018

Viewing accounts by date range

 

Do this...

1. Open My Dashboard.

2. Click to select the Applications Menu.

 

Applications Menu button

 

3. Select Account List.  

 

Account List

 

The Account List page displays.

 

4. Find the section titled Settings.

 

Account List Settings

 

5. Use the section titled Start and End to filter general ledger accounts by date range.

 

Filter Account List by Date Range

 

The Account List page displays accounts with transactions in the selected date range.

Updated 27Feb2018

Viewing accounts by account type

 

Do this...

1. Open My Dashboard.

2. Click to select the Applications Menu.

 

Applications Menu button

 

3. Select Account List.  

 

Account List

 

The Account List page displays.

 

4. Find the section titled Settings.

 

Account List Settings

 

5. Use the section titled Account Types to filter general ledger accounts by account type.

 

Filter Account List by Account Type

 

The Account List page displays accounts with transactions with the selected account type.

Updated 06Mar2018

 

Viewing accounts by segment

 

1. Open My Dashboard.

2. Click to select the Applications Menu.

 

 

Applications Menu button

 

 

3. Select Account List.  

 

Account List

 

The Account List page displays.

 

4. Find the section titled Settings.

 

Account List Settings

 

5. Use the section titled Segments to filter general ledger accounts by account segment.

 

Filter Account List by Account Type

 

The Account List page displays accounts with the selected account segment.

Updated 06Mar2018