Trial Balance by Business Unit Lesson


in this lesson you will learn how to run the Trial Balance by Business Unit Report.

 

Navigation:

We have listed two ways to navigate to the Trial Balance by Business Unit Report process.  This lesson will be using the  Accounting  navigational steps.

 

Accounting  > Inquiries & Reports > Accounting Reports > Balance Reports > Trial Balance Reports > Trial Balance by Business Unit

 

or

 

Budget  > Agency Budget Management > Inquiries & Reports > Accounting Reports > Balance Reports > Trial Balance Reports > Trial Balance by Business Unit


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Accounting link.

    Step 2
  3. Click the Inquiries & Reports link.

    Step 3
  4. Click the Accounting Reports link.

    Step 4
  5. Click the Trial Balance Reports link.

    Step 5
  6. Click the Trial Balance by Business Unit link.

    Step 6
  7. Click the Data Selection option.

    Step 7
  8. Click the Submit button.

    Step 8
  9. Click the drop down list of the Right Operand column for the Business Unit row.

    Step 9
  10. Click the Literal list item.

    Step 10
  11. Enter the desired information into the Literal Value field. Enter "1".

    Step 11
  12. Click the OK button.

    Step 12
  13. Click the OK button.

    Step 13
  14. Complete the following fields:

     

    Fiscal Year - ex. Enter 6 for fiscal year beginning July 1, 2006.

     

    Period Number - ex. Enter 1 for July, 2 for August, etc.  

     

    In this lesson we are not going to change these fields.

    Step 14
  15. Click the OK button.

    Step 15
  16. Click the OK button.

    Step 16

To view the report you will need to go to View Job Status. For more information go to the Reports Lesson under the System Basics Training Guides.

 

You have successfully completed this lesson.

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