This article aims to provide instructions on how to view your General Ledger account. It covers the following topics:
Setting up your Dashboard
To begin, first ensure you are at the starting home page in DASH. You can go Home by clicking the 'house' icon in the upper right hand corner. Once you are the home page, click the arrow on the navigation tab to find General Accounting.
Go to the General Accounting tab and select General Accounting Dashboard to view journals.
Once you click on the General Accounting Dashboard, you will then need to set your data access set if this is your first time using the General Accounting Dashboard. To set your Data Access Set, click Change to change the data set and select the UT System and Campus. Click "Ok" once you have selected UT System and Campus to save.
Inquire on Detail Balances
After setting up your Dashboard, click on the grey task list icon to the right of your screen. You may need to click and drag the OGL (the orange icon) away if the OGL is in the way.
Once you click on the Task list, you will select Inquire on Detail Balances
A new page should then appear where you can select from multiple fields to inquire on your detail balances. Select the corresponding information in the drop down boxes and click Search when you are ready. Please note that you MUST select from the drop down box selection, otherwise if you type in the field manually an error may occur.
You can also save your search by selecting Save once you have made your selections. You can then name the search and set it as your default search as shown below.
Once you are finished searching, you can select Done to return to the previous screen.