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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Accounts > Account Inquiry

Account Inquiry Screen

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account inquiry

 

Account Inquiry is where you can view the transactions that went into or out of a particular general ledger account.

 

account inquiry screen

 

Sorting, searching and grouping are all available as per other lists in Jim2. Click on the column header in the grid to sort and drag it to the Group By area to group.

 

Inquiry column drag

 

You cannot perform an account inquiry on Retained Earnings, Current Year Earnings, Historical Balancing, or any header accounts, as all these accounts are only calculated balances, not transaction-created balances.

 

Info

While viewing the Account Inquiry screen, you can choose to display dollar amounts to either two or four decimal places (the default is two). Right click in the grid and you'll see an option to Show amounts with 4 decimal places. If you choose this setting, it will remain active until you close the Account Inquiry screen.

 

4 dec places

 

If your security allows it, you can right click within the list grid, select Export Data and save the list information as an XLSX file.

 

export account inquiry

 

As you can see from the above image, you have a number of other useful right-click options, all self explanatory.

 

Further information:

Account Inquiry

Account Inquiry Filters

Account Inquiry Footer

Account Inquiry Grid

Account Inquiry Report