How do I view categories assigned to an account? (Account Inquiry)
Look up which categories are assigned to an account. View the period amount, YTD amount, budget, and difference for a category and a grand total for all of the selected category.
Viewing categories assigned to an account
1. Open Connect General Ledger > Account Inquiry.
2. Select the Categories tab.
A list of categories that have been assigned to the account display in the Categories pane on the left.
3. Use the Categories pane to select a category.
The category information displays in the pane on the right.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I view encumbrance detail? (Account Inquiry)
Use the drill-down capability in Account Inquiry to view transactions that are related to an encumbrance amount. Clicking on the amount will show the transaction details: transaction date, GL account, reference number, description, and journal code. ...How do I view the budget transaction type? (Account Inquiry)
Set up the budget transaction tab in Account Inquiry to show the budget transaction type. Adding the Type column allows you to view the transaction type so you can verify transactions have been created and saved as budget transactions. When a user ...How do I view category amounts as a bar chart? (Account Inquiry)
Show the year-to-date amounts for a category in a bar chart. Category YTD Chart Viewing year-to-date amounts as a line chart 1. Open Connect General Ledger > Account Inquiry. 2. Click to select the Categories tab. 3. Click to select the YTD Chart ...Document Management Interface (Account Inquiry)
If you're using Connect Document Management, or a third party document management application, you can use the Document Management tools to add, edit, search, store, and launch the Document Management Interface. Viewing documents Click the View ...How do I view approval status for budget transactions? (Account Inquiry)
Use Account Inquiry to view the approval status for budget transactions. Submitting a budget transaction for approval starts the budget approval process. Depending on your organization preferences, the approval process may have one or more steps in ...