The Show Balances feature displays the Period-To-Date (PTD) and Year-To-Date (YTD) balances for the account number and period range you just entered on the Account Inquiry screen.
Objective:
At the end of this lesson, you will be able to call up and view an actual account balance, select additional fields to view and print the screen at your desktop printer.
Directions: View Actual Account Balance
- Click once on the “Show Balances” button.
A new Detail Balances (RIT) screen appears with the account number located in the title bar. The PTD (period-to-date) balance and the YTD (year-to-date) balance for the selected account number and period now appear on the screen.
NOTE: To inquire on the total expenditures for an RIT operating account, view YTD (year-to-date) information. To inquire on the total expenditures for NTID operating accounts or Grant accounts (project #’s 3XXXX, CXXXX), view PJTD (project-to-date) information.
If you would like to determine the PJTD (project-to-date) balance for this account, click once on the Folder Tools icon located on the Toolbar.
- Click once on the Folder Tools icon on your toolbar.
- Click once on the Show Field icon within the Folder Tools screen
- Click once on “PJTD”.
- Click once on the “OK” button.
A PJTD column now appears on the screen after the YTD column. You can expand the present view even further by using the scroll bar at the bottom of the screen or return to the original view, and click once on the Hide Field icon in the Folder Tools screen.
- Click once on the Hide Field icon. The screen returns to its original view.
- Click once on the close box on the Folder Tools icon.
You are now ready to review the individual journal entries that make up this account’s PTD balance.