Inquiring on a Ledger

First, log into the UGA Financial Management System.

On the UGA Financials homepage, click the General Ledger tile.

On the General Ledger menu, click the Reports and Analysis menu link.

Scroll down if necessary. 

Click the Ledger Inquiry link. 

Click the Minimize button to hide the left navigation menu.

Click the Add a New Value tab to create a new inquiry.

Note: After you initially Add an Inquiry, you can reuse it by clicking on the Find an Existing Value tab.

Enter a name for your inquiry in the Inquiry Name field.

In this example, you will inquire on your IDC1 Funds for UGARF.

Example shown here: " UGARF_IDC1 ".

Click the Add button to start your inquiry.

The Ledger Inquiry page is displayed.

This is where you can enter the criteria that you want to see. The required information is marked with an asterik. The Unit should display 18000, the UGA business unit. 

Enter "ACTUALS" into the Ledger field to access UGA expenses and revenue. 

Enter the first period in which the transactions you want to view were entered. Remember that it is based on the Fiscal Year, so July is Period 1 and June is Period 12.

Enter the appropriate information into the From Period field.  

Example shown here: "1" to indicate July.

Enter the period in which the final transactions you want to view are included.

Enter the appropriate information into the To Period field.  

Example shown here: "2" to indicate August.

Click the Show YTD Balance checkbox.

Click the Show Transaction Details checkbox.

Under the Chartfield Criteria section, enter one or more chartfields to inquire.   

Example shown here: "241XXXXX" in the Department Value field.

Enter appropriate information in the Fund Code field.

Example shown here: "20XXX" into the Fund Code field.

Enter appropriate information in the Class Field field.

Enter "64XXX" into the Class Field field.

The Sum By value defaults on Account code.

To change the value, select another checkbox in the Sum By column.

Click the Department checkbox in the Sum By column.

To save your inquiry, click the Save button. 

Click the Search button. 

Click on Inquiry Criteria to be returned to the Ledger Inquiry page.