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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
6. The data may be filtered further by selecting the drop down caret next to each category and entering the corresponding information
- Fund - First two digits of the GL number (i.e. 10-xxxxxxx-xxxxx)
- Department - Second group of digits in GL number (i.e. xx-0965000-xxxxx) *Note: Must be seven numbers.
- Object - Last five digits of the GL number (i.e. xx-xxxxxxx-50312)
- Project - Leave blank; project accounting is not in use at this time
- Include Active Accounts With No Activity - Yes
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.
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