Account Inquiry Search

Instructions:

1. Open Account Inquiry (Tyler Menu > Departmental Functions > Account Inquiry)

   

2. Click SEARCH.

   

3. In “Rollup”, type your 3-digit site number followed by a “D” for Discretionary (ex: 009D).

   

4. Click ACCEPT.

   

5. The accounts will load:

   

6. NOTES:
   1. The Account Code is indicated at the top of the screen, with a description of the account right below it.
   2. The four columns of data represent the current fiscal year and three years historical.  Be sure to look at the column headers to verify the fiscal year.
   3. “Drill down” by clicking on the yellow folders next to the data you want to review. For example, click on the yellow folder next to “Actual (Memo)” for FY19 to see what was spent from that account.
   4. Use the black arrows at the bottom to click between account codes.

BONUS FEATURES:

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

   

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

   

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

   

10. Select the columns to export. Click ACCEPT.

    

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