Overview

Use Ledger Inquire to research transactions, search and filter results, view modification history, void checks, and see the current bank balance in SchoolCash Accounting. This area is for researching posted activity rather than manual line entry.

Steps

  1. From the Main Menu, go to General  > Ledger Inquire.
  2. Review entries on the List View tab. Use the horizontal scroll bar to view more fields. Check the record counter at the bottom for total records.
  3. Move through pages of results using the page controls. If available, adjust the page size to show more rows.
  4. Find specific transactions:
    • Click the Search tab, enter known details, and click Perform Search. Results appear in List View.
    • Use Find for quick lists of a transaction type (for example, deposits or checks).
  5. Modify a transaction (if not reconciled):
    • Select the record and open the Modify tab.
    • Enter a clear Reason (required), edit the fields, then click Save or Cancel.
    • To see prior edits, click Click Here To Show Ledger History.
  6. Void a check:
    • Select the check, open the Void Check tab, verify details, enter a Reason, and click Continue. The original debit remains and a new negative debit records the void.
  7. View the current bank balance: click Balance, then Back to return to the ledger.

Outcome

You can research transactions, retrieve targeted results, review change history, void checks with a documented reason, and confirm the current bank balance from Ledger Inquire.

Troubleshooting

  • No records appear after a search - Click Find All or clear filters, then search again with broader criteria.
  • Cannot edit a record - The transaction is reconciled or you lack permission. View history or adjust in the originating module.
  • Void option disabled - Ensure a check is selected and that you have the proper permission. A Reason is required.