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Balance Sheet Account Balance

Controller's Office

Purpose

Query

Determine the PeopleSoft Financials balance of an account as of a specific date

Query

CU_GL_ACCOUNT_BALANCE

Steps
Navigate to the Budget Management homepage
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Select Query Viewer
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Search for CU_GL_ACCOUNT_BALANCE
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Save it to your Favorites so you won't need to search for it next time
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Select Run to HTML
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Enter the Account and as of Date you are inquiring about; Hit View Results
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The results will appear on the screen
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Launching the query opened a new tab which you can close when you are done without exiting PeopleSoft
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How to get the detailed transactions for an account for a specific timeframe

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