Viewing the Financials Inquiry Results

The results of a predefined Financials inquiry appear on one of the following forms, depending on the inquiry:

Financials - Account Inquiry

The results of an account inquiry are displayed on the Financials - Account Inquiry window. This window lists all of the selected transactions posted to a chosen account. It displays selected details for each transaction. The transactions can be summarized by Transaction Date, Accounting Period and Account and you can use the Explode and Implode actions to view or the summary or detailed information.

Note:  This window is also used to display and select transactions for other Financials functions that use filters to extract transactions. For example, Tax Reporting (TXR) and Post Provisional Transactions (PPT).

Financials - Journal Inquiry

The results of a journal inquiry are displayed on the Financials - Journal Inquiry window. This window lists the journal transactions extracted for the selected journal. The transactions can be summarized by Journal, therefore you can use the Explode and Implode actions to view the single line summary for each journal or display the detailed journal lines.

Financials - Inquiry

The results of an account balance are displayed on the Financials - Inquiry window. This window lists all of the selected transactions posted to a chosen account and displays selected details for each transaction. The inquiry initially displays an overall summary balance for each account or asset. You can use the Explode or Explode All actions to break this balance down by accounting period, and again to break it down by date.

Financials - Asset Inquiry

The results of a fixed asset inquiry are displayed on the Financials - Asset Inquiry window. This window lists all of the selected transactions posted to a chosen asset and displays selected details for each transaction. The inquiry initially displays an overall summary balance for each account or asset. You can use the Explode or Explode All actions to break this balance down by accounting period, and again to break it down by date.

Financials - Archive Inquiry

The results of a ledger archive inquiry are displayed on the Financials - Archive Inquiry window. This window lists all of the selected transactions posted to the chosen accounts, including transactions that have been archived. It displays selected details for each transaction.

For information on how to use these forms, see 'Using the Inquiry Results Forms' and also 'Viewing and Manipulating the Control Desk Extract Results'.