University of Pennsylvania
line
arrow BEN Knows
arrow Searching BEN Knows
arrow Browse by Topic
arrow BEN Helps
arrow FastFacts


U@Penn


University of Pennsylvania
Suite 318 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104
215.746.4357 (Phone)
215.898.0817 (Fax)

Penn Home Penn A-Z Directories Calendar Maps
 
BEN Knows

[ Browse by Topic ]

Online Inquiry Definitions

Back to Browse Topics - > Online Inquiry

Account Inquiry

Perform an account inquiry to view actual, budget, and encumbrance account balances and transactions. You can drill down to see the journal entries that comprise your account balances

  • Click on the Inquiry > Account navigation path from either the BEN Financials Homepage or the Navigator
  • Enter the range of Accounting Periods to include in your inquiry
  • Choose the Primary Balance Type tabbed region
  • Specify whether you want to see Actual, Budget, or Encumbrance balances
  • Defaults to Actual
  • If you choose to show budget balances, specify the Budget to use
  • If you choose to show encumbrance balances, enter an Encumbrance Type
  • (Optional) Specify the secondary balance type if you want to compute variances
    • To do this, choose the Secondary Balance Type tabbed region
  • Specify the summary or detail Account(s) you want to query
  • Click on the button related to the type of account information you want to see:
    • Show Balances To Review balances for the current account based on your inquiry criteria
    • Show Journal Details To see the journal entry activity for the current account based on your inquiry criteria
    • Show Variance To see the variance between the primary balance type you chose for the inquiry and the secondary balance type you chose for the inquiry

Back to Browse Topics List

Stained Glass Window

Fast Facts


FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
spacer
spacer
Office of the President Home Page Penn A-Z Directories Calendar Maps
 
 
Copyright © , University of Pennsylvania
3451 Walnut Street, Philadelphia, PA 19104 · 215.898.5000
Copyright Information | Contact Us | Privacy Policy


Penn Home
Visit Penn's website