Balance Sheet Account Transaction Details
Controller's Office
Purpose
Query
Generate the detailed transactions of a PeopleSoft Financials account as of a specific date range
Query
CU_GL_ACCOUNT_INQUIRY
| Steps |
|---|
Navigate to the Budget Management homepage  |
Select Query Viewer  |
Search for CU_GL_ACCOUNT_INQUIRY  |
Save it to your Favorites so you won't need to search for it next time  |
Select Run to HTML  |
Enter the Account and as of Date you are inquiring about; Hit View Results  |
The results will appear on the screen; select Excel SpreadSheet if you wish to download the results  |
Launching the query opened a new tab which you can close when you are done without exiting PeopleSoft  |