...
4. Click "Filter" to filter information by the general ledger account number(s) to which you have access
...
5. Select the fiscal year. The query can be set to retrieve data for the current year, the next fiscal year, or the past five closed fiscal years
...
b. Filters can be saved to make retrieving data more efficient in the future. Multiple filters can be saved.
5. Once (Jennifer, I don't see next fiscal year on the menu)
6. Once the year is selected a filter is applied, data will populate on the right side of the screen. Cost pools are denoted by a “U” (Umbrella) to the left of the general ledger account number
7. To further filter the data,
| Tip |
|---|
Filters can be saved to make retrieving data more efficient in the future. Multiple filters can be saved. |
6. Clicking on the carrot will reveal the individual account numbers that are within the cost pool. These line items are denoted by a “P” (Pooled) to the left the general ledger account number.
...