Making a Balance Inquiry

To access any of the balance inquiries and perform a search, follow these steps:

1. Select the desired inquiry from the Endowment submenu group in the Balance Inquiries menu group on the Main Menu tab.

The system displays the requested lookup screen. This screen may display default values, any of which may be changed.

2. Enter values in all required fields (fields preceded by an asterisk). Narrow the search as desired by including additional criteria.

3. Click buttonsmall_search when you are ready to retrieve the balances.

4. Drill down to the desired level of detail by clicking any of the underlined links in the search results.