Account Inquiry Search

Overview:

  • MUNIS > Tyler Menu > Departmental Functions > Account Inquiry
  • Account Inquiry allows you to view individual accounts and verify the expenses that have been paid from each account.  “Drill down” into the yellow folders to see detail about Purchase Orders, Expense Claims, P-Card Transactions, etc.
  • There are multiple ways to search, see the options below.

SEARCHING BY ROLLUP GROUP

This info will show when panel is not open

SEARCHING BY SPECIFIC ACCOUNT CODE

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SEARCHING BY SEG FIND

The benefits of using a Seg-Find to get your information, is the ability to combine data into one detailed list.

BONUS FEATURES:

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BONUS FEATURES::

  1. Click BROWSE (located at the top of the screen) to see all the account codes in a list.

    BROWSE

  2. Click TOTALS in the Icon Toolbar.  If you pull in your Discretionary Budget, clicking TOTALS shows you the sum of those accounts.  This allows you to easily compare totals across Fiscal Years.

    TOTALS

    Totals Screen (use the “Exit Totals” Icon to exit):

    EXIT TOTALS

  3. Use the EXCEL Icon to export your active records to Excel.

    EXCEL icon

  4. Select the columns to export. Click ACCEPT.

    Select columns to export to Excel

 


If you have further issues not identified above then click the Request Service button below to work with a technician. Choose "MUNIS" in the Other Software dropdown.

Request Service: Other Software Issues

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Details

Article ID: 52877
Created
Thu 4/26/18 3:55 PM
Modified
Wed 7/10/24 7:45 AM