General Ledger Inquiry

For budget managers and purchasers, it can be useful to lookup budget summaries and detailed transactions. Here are the steps to lookup budget and GL information:

1. Login to Canvas and go to the Iliff Employees course.
2. Click on the General Ledger Inquiry link on the main page of that course
3. Click Lookup GL Account Information link
4. Select a year from the Date Range for Transactions area
5. Select one or more GLs from your list of GLs to display.
   1. If you have access to a large number of GLs, you will need to specify a GL range or use the Account Component tab and enter your department code to show all GLs in a department.
   2. Department code is the second to last 4 digits in the GL. For example, in the GL 01-1-1-6415-6010, the department code is 6415. 
6. Click Go.
7. To see the transaction details for any GL, click on the linked amount in the Posted Balance column.
8. On any screen, you can export the displayed data to Excel by clicking the Export to Excel link in the bottom left corner of the screen.