View an Account Balance

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• Click the Show the Balance and Budget for an Account button on the top menu bar.

• Search for and select the account. Either start typing the account name or number in the box provided (the list will immediately start filtering) or use the filtering tools at the top of the box.

• Click OK once you the account is selected (or double-click the account.)

• The next screen will give you the budget, disbursed, encumbered amounts, and budget balances for the previous and current year.

• Click View detail … to see the transactions for an account. Click on the PO or Vendor Number to see the open PO or vendor information.