Available Balances

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Note

For general information about entering lookup criteria, interpreting dollar accumulators, drilling down into inquiries to see more detail, and including or excluding pending entries, see GL Inquiries: Basic Information.

The Available Balances inquiry displays the cumulative balances for an account by object code. The drilldown pattern is as follows:

  1. General Ledger Balance

  2. GL Entry Lookup

  3. E-Doc

Fill in at least Fiscal Year, Chart Code and Account Number. Use the lookup icon as necessary to select the criteria. Select the desired Consolidation and Included Pending Entry options.

The search results will show the amount of money that has been budgeted for this account broken down by Object Codes.  To see further details including Actuals and Encumbrance Amounts, select All on the Include Pending Ledger Entry field and click the button again.   You may drill into the amount column to view the details that make up the total amount.

Each underlined piece of information in the results grid is an active URL which when clicked can provide you further details about each piece of information.  For example clicking on the Actuals amount gives you a monthly breakdown of payment requests that have been processed.

For more information on drilldowns, see above.

Available Balance details can also be accessed from the Requisitions page by clicking on the button after you have added an accounting line:

From the Balance Inquiry Report Menu, select Available Balances:

To return to the requisition, click the button on each screen.

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