View an account summary

1. Go to the Account summary (GL401000).
2. In the Ledger field, select the ledger.
3. In the Financial period field, select a period. (By default, the current period is selected.)
4. To inquire about the accounts of specific class, select an Account class.
5. In the Subaccount field, do one of the following:
   • Specify a subaccount.
   • Specify a mask to view a group of subaccounts.
     To define a mask, specify the values for only some of the segments.
     The system will select all the different subaccounts that have the specified segment values.
   • Leave this field blank to view transactions on the account detailed by all relevant subaccounts.
6. Select the Show currency details check box if you want to view currency details.
   This option appears only if multi-currency support is activated for your system.
7. In the table, view the summary balance for general ledger accounts and subaccounts that meet the selection criteria you have entered.
8. Optional: View more information by doing any of the following:
   • To view account details, select an account and click Account details on the table toolbar.
   • To view account balances by subaccount, select an account and click Account by sub on the table toolbar.
   • To view account information by financial period, select an account and click Account by period on the table toolbar.
   • To view account activity for the previous period, click Go to previous record on the window toolbar.
   • To view account activity for the next period, click Go to the next record on the window toolbar.