Reviewing Detail Account Balances
You can drill down from a master or detail budget inquiry to view the detail account balances in the inquiry budget.
To review detail account balances in a master budget inquiry:
1. Enter your budget inquiry criteria, specifying a master budget.
2. Query a Summary Account for the inquiry.
3. Choose the Show Balances button from the Budget Inquiry window.
4. Select the budget period for the detail you want to view.
5. If you chose Query Detail Budgets, or Query Budget Violations Only for the Inquiry Type, choose the Show Budgets button, then select the budget you want to review.
6. Choose the Detail Accounts button. You see the detail accounts that roll up into the selected summary account. For each account you see the period-to-date (PTD), quarter-to-date (QTD), and year-to-date (YTD) budget balance.
7. Choose the Budget Journals button to see the journal entries for the selected detail account.
To review detail account balances in a detail budget inquiry:
1. Enter your budget inquiry criteria, specifying a detail budget.
2. Query a summary account for the inquiry.
3. Choose the Show Balances button from the Budget Inquiry window.
4. Select the budget period for the detail you want to view.
5. Choose the Detail Accounts button. You see the detail accounts that roll up into the selected summary account. For each account you see the period-to-date (PTD), quarter-to-date (QTD), and year-to-date (YTD) budget balance.
6. Choose the Budget Journals button to see the journal entries for the selected detail account.
See Also
Performing a Budget Inquiry
Reviewing Budget Balances in a Master Budget Inquiry
Reviewing Budget Balances in a Detail Budget Inquiry
Reviewing Budget Journal Detail
