Overview

Ledger Inquire can be used to look up transactions from a previous school year. You can view and report on past-year transactions, but you cannot change it.

Steps

  1. From the Main Menu, go to General > Ledger Inquire and select Search. 
  2. Use the School Year drop-down to choose the previous school year you want to review.
  3. (Optional) Add filters like Category, Transaction Type, Date Range, or Amount to narrow results.
  4. Click Perform Search to display matching transactions.
  5. Select a row to view transaction details. Reminder: prior-year entries are view-only.

Outcome

You can see transactions from the selected prior year in Ledger Inquire and review their details for audit or reporting purposes.

Troubleshooting

  • No results appear — Confirm the correct School Year is selected, then search again.
  • Can’t edit a transaction — Prior-year records are read-only. 

Related