Inquiring on period and year-to-date balances

Use this procedure to display period and year-to-date balances for accounts, accounting units, and companies; and to access a wide range of other information on your financial data.

Access Account Analysis (GL95.1).
Specify the organization, account, and period data that you want to inquire.
Click any of the links to view data on your organization. For example, click the Account link to view account balances on the account or accounts you selected.

Note: On many of the subforms, you can choose additional buttons to display more information. To display additional information for a line entry, select the Select for Transfer (X) line action, and then select the appropriate button. You can also use the Drill Around feature to display more detail about a value or line entry.

Displays accessible through GL95.1

This table lists the displays accessible through GL95.1:


To display	Choose
Account period and year-to-date totals	Account Note: From this subform, you can also click the Currency link to view account currency information.
Accounting unit period and year-to-date totals	Accounting Unit
Company period and year-to-date totals and detail	Company
Period totals, year-to-date totals, and beginning balances for the current year and last year	Annual
Beginning balances, period totals, ending balances, and percent change for the current year and last year	Totals
Chart detail (on this subform, you can override the organization, account, and period data you selected in GL95.1)	Chart
Accounting unit view detail (on this subform, you can select various level, account, and period options)	Organization View