Difference between revisions of "HP G/L Transactions Inquiry"
(Created page with "=='''Overview of PF006INQ'''== Category:Health Care") |
m (Sysadmin moved page PF G/L Transactions Inquiry to HP G/L Transactions Inquiry) |
||
| (2 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | =='''Overview of | + | =='''Overview of HP026INQ'''== |
| + | When you click the G/L Trans button from any Health Policy screen, you will see a screen similar to this one: | ||
| − | [[Category:Health | + | [[File:GLTranInq.png]] |
| + | |||
| + | |||
| + | You have the option of filtering the transactions displayed by the date that the transactions took place. To do so, enter a date in the from/thru field and click search. | ||
| + | |||
| + | |||
| + | Clicking on a transaction on this screen will display the transaction details in the lower portion of the screen: | ||
| + | |||
| + | |||
| + | [[File:TranInqDetails.png]] | ||
| + | |||
| + | |||
| + | The transaction details screen displays information such as the transaction ID, transaction date, transaction amount, and the general ledger accounts affected by the transaction. | ||
| + | |||
| + | |||
| + | If the transaction was generated from a cash receipt, you will also have the option of clicking the Receipt button on the toolbar. This will launch the [[WorkGroup Viewer|cash processing transaction viewer]] screen. When you have finished viewing the screen, click the X in the upper right corner to return to the GL Inquiry screen. | ||
| + | |||
| + | |||
| + | When you have finished viewing the general ledger transactions, click Exit to return to the previous screen. | ||
| + | |||
| + | |||
| + | |||
| + | [[Category:Health Policy]] | ||
Latest revision as of 16:10, 24 May 2021
Overview of HP026INQ
When you click the G/L Trans button from any Health Policy screen, you will see a screen similar to this one:
You have the option of filtering the transactions displayed by the date that the transactions took place. To do so, enter a date in the from/thru field and click search.
Clicking on a transaction on this screen will display the transaction details in the lower portion of the screen:
The transaction details screen displays information such as the transaction ID, transaction date, transaction amount, and the general ledger accounts affected by the transaction.
If the transaction was generated from a cash receipt, you will also have the option of clicking the Receipt button on the toolbar. This will launch the cash processing transaction viewer screen. When you have finished viewing the screen, click the X in the upper right corner to return to the GL Inquiry screen.
When you have finished viewing the general ledger transactions, click Exit to return to the previous screen.
