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GL Graph

Use the graph to view the status of a series based on the selected criteria.

Viewing the GL Graph

Utilities > General Ledger Utilities > General Ledger Graphs

To view the graph:

  1. Specify the criteria for the graph:

    1. Select which series to display on the graph.

    2. Specify start and end periods for the graph.

    3. Enter a title for the graph.

  2. Click the Generate Graph button.

  3. Click the Print button to print the graph.

Setting Up Graph Series

To define additional series for the graph:

  1. Click the Setup Series button on the General Ledger Graph window. The Graph Series window opens:

  2. Click the New button.

  3. Enter a name for the series in the Series Name field.

  4. Select the Series Type from the dropdown list. Depending on the type that you select, other options are enabled.

  5. Select the Budget Code to which the series is to be restricted from the dropdown list.

  6. Select the Branch from the dropdown list.

  7. Specify the from and to GL Account Range as specified in the GL.

  8. Click Save.