Costpoint Help

View General Ledger Activity

Use this screen to view summary and detail general ledger information for account/organization combinations. The screen displays information from summary balance tables, and you can drill down to additional detail information.

Information on this screen reflects posted transactions only. Information entered but not yet posted is not available in the general ledger.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.
Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.

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Display the View General Ledger Activity Screen

You access the View General Ledger Activity screen from the Accounting domain.

Contents of the View General Ledger Activity Screen

Use the fields and options to configure the View General Ledger Activity screen.

Table Information for the View General Ledger Activity Screen

The information on this inquiry screen and its subtasks comes from the following tables:

Subtasks of the View General Ledger Activity Screen

The View General Ledger Activity screen has the Periods, Transactions, and Labor subtasks.

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Inquiries