Current Year tab not displaying for some accounts in Account Inquiry


Description of Issue

Current Year tab not displaying for some accounts in Account Inquiry

Context

Account Inquiry

Cause

The Current Year tab is available for find sets that include only expense accounts from standard funds. 

Resolution

Ensure that your find set only includes expense accounts from standard funds.

  1. Click Search
  2. Enter search criteria that does not include any Nonstandard Fiscal Year (NSFY) funds
  3. Click on the Account Type field and set value to Expense
  4. Accept
Additional Information

From the Account Inquiry program code:

Current Year tab:

  • This tab is hidden when the current account is in a NSFY fund or is a revenue account, or if the active set contains a mix of balance sheet accounts with other account types. 
  • Active set contains only balance sheet accounts: 2 columns are displayed- Current Month and Current Year
  • Active set contains only expense accounts: 3 column are displayed: Current Year, Carry Forward and GAAP Totals. 
  • When the Active Set contains Revenue or Statistic accounts, the Current Tab is unavailable.