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GL Account Lookup

Note

This functionality is also available on the J1 Web GL Account Activity page. If your school has migrated from using the Campus Portal feature to working in J1 Web, see the following topic: GL Account Activity.

GL Account Lookup can be used to search and review the accounts that you have access to. You can review the individual transactions, including details such as quantity and price per unit, as well as compare budget to actual transactions for comprehensive analysis.

The GL Account Lookup feature can be used to:

  • Look up GL Accounts by Range

  • Look up GL Accounts by Account Component

  • Look up  GL Accounts from List

  • Review GL Account Summaries

  • Export GL Account Summaries to Excel

  • Review GL Account Transaction Details

  • Export GL Account Transaction Detail Information to Excel

Many settings for the GL Account Lookup feature are maintained in the J1 Desktop General Ledger module. For more information, see the General Ledger module online help.