Difference between revisions of "General Journal Inquiry"
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| '''Created by''' || You can type the user name or click the list icon to view a list of [[Security within DDI Connect|all users]] set up in the system | | '''Created by''' || You can type the user name or click the list icon to view a list of [[Security within DDI Connect|all users]] set up in the system | ||
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| − | | '''Tran date/thru''' || | + | | '''Tran date/thru''' || Enter a beginning, ending or date range to search. You can type the date in mm/dd/yyyy format or click the calendar icon to select |
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| − | | '''G/L Account''' || | + | | '''G/L Account''' || Type the G/L account number or click the list icon to select from a list of [[Chart of Accounts Setup|active G/L accounts]] in the system |
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| − | | '''Document memo''' || | + | | '''Document memo''' || If you wish to search by document memo, you can do so here. You can type a word or a partial word followed by the *. For example, you can search Test or Test*, but you cannot search *test |
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| − | | '''Line item memo''' || | + | | '''Line item memo''' || If you wish to search by line item memo, you can do so here. You can type a word or a partial word followed by the *. For example, you can search Test or Test*, but you cannot search *test |
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| + | When you have entered your search parameters, click Search. If results are found, you will see them listed at the bottom of your screen: | ||
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| + | [[File:Journal Inquiry 2.png]] | ||
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| + | If you wish to view a document, you can double-click it or click the View button on the toolbar. This will display the document information: | ||
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| + | [[File:Journal Inquiry 3.png]] | ||
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| + | Click Exit when you have finished viewing the document. You will be returned to the Journal Inquiry screen. | ||
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| + | To start a new search, click the Clear button on the toolbar. This will remove all search parameters and allow you to enter new ones. | ||
[[Category:FundWriter]] | [[Category:FundWriter]] | ||
Revision as of 13:00, 15 June 2012
Overview of FW11
The General Journal Inquiry screen allows you to search for journal documents based on a combination of parameters.
- From the DDI Connect main menu, double-click FundWriter
- Double-click General Journal Inquiry. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Fiscal year | Enter the fiscal year that you wish to search. The system will default to the current fiscal year |
| Document # | Enter the document number you wish to search for, if known |
| Reference | If you wish to search by reference, type the information here |
| Created by | You can type the user name or click the list icon to view a list of all users set up in the system |
| Tran date/thru | Enter a beginning, ending or date range to search. You can type the date in mm/dd/yyyy format or click the calendar icon to select |
| G/L Account | Type the G/L account number or click the list icon to select from a list of active G/L accounts in the system |
| Document memo | If you wish to search by document memo, you can do so here. You can type a word or a partial word followed by the *. For example, you can search Test or Test*, but you cannot search *test |
| Line item memo | If you wish to search by line item memo, you can do so here. You can type a word or a partial word followed by the *. For example, you can search Test or Test*, but you cannot search *test |
When you have entered your search parameters, click Search. If results are found, you will see them listed at the bottom of your screen:
If you wish to view a document, you can double-click it or click the View button on the toolbar. This will display the document information:
Click Exit when you have finished viewing the document. You will be returned to the Journal Inquiry screen.
To start a new search, click the Clear button on the toolbar. This will remove all search parameters and allow you to enter new ones.
