Use the G/L Inquiry Compare window to compare two G/L account balance amounts and to view the percentage difference between the accounts.
To compare general ledger accounts:
From the G/L menu, select G/L Inquiry to display the G/L Inquiry window.
Select the transaction for which you want to compare information.
From the Options menu, select G/L Comparison to display the G/L Inquiry Comparison window.
The system populates the window with the following information:
|
Field |
Description |
|
G/L Account |
The name of the account to which the transaction applies. |
|
Subledger |
An indicator of the existence, if any, of related subledger accounts. If related subledger accounts exist, ALL displays in this field. If you established parameters to allow for subledgers, but none have been created, the field is blank. If you have not established subledgers, N/A displays in this field. |
|
Branch/Terr/All |
The branch to which the transaction applies. Enter or select a new branch if necessary. |
|
Source |
All the sources associated with the transaction. Select or enter a new source at any time. Use the Multiple button next to the Source field to indicate multiple sources. |
In the Start Date field, enter the starting date for the comparison.
In the ComparisonDate field, enter the date that you want to compare to the start date and press Enter.
The system populates the fields with the following information for each branch listed in the Branch/Terr/All field:
|
Field |
Description |
|
Branch |
The branch of the account information being viewed. |
|
First Date |
The current date, which is the default. To change the date, enter a new date in the Start Date field and press Enter. |
|
Second Date |
A date 30 days earlier than the date in the First Date field, which is the default. To change the date, enter a new date in the Comparison Date field and press Enter. |
|
Difference |
The sum of the First Date column less the Second Date column. |
|
% Difference |
The percentage of difference between the First Date column and Second Date column. |
Exit the window and return to the G/L Inquiry window.
More Options For G/L Inquiry Comparisons
The G/L Inquiry Comparison window also offers these options:
|
To... |
Select this option... |
|
view the daily budget for the month listed in the Second Date field |
File > Show Budget Displays the budget information with in the G/L Inquiry Comparison window. |
|
File > G/L Inquiry Displays the G/L Inquiry window. |
See Also: