Viewing summary balance online

You can view and analyze transaction records at the summary balance level and at the transactional level. Each summarized balance will have related transaction information that you can view by transferring to a detailed transaction form.

Note: You can use the Drill Around feature to display additional related information.

To view summary balance online, complete these steps:

  1. Access Account Analysis (SL96.1).
  2. Use the fields on the form to identify the organization, accounts, periods, and user analysis criteria for the inquiry, then use the buttons on the form to view the balance data for accounts, accounting units, or user analysis. Each balance detail line will provide an option to view the transactions that make up the balance.
  3. Access Accounts (SL96.2). The account data on this form is sorted based on the user analysis group order or on the parameters set on Account Analysis (SL96.1).
  4. Click Transaction to view detailed transaction information on User Analysis Transactions (SL96.5).
  5. (Optional) You can perform the same procedure for Accounting Units (SL96.3) and User Analysis Detail (SL96.4).