Finance › Journal Inquiry is the day‑book: one row per posted entry, whatever created it — Journal Entry, Add Expense, Add Other Income, a challan payment or a salary run. From here you open an entry's lines, print it as a voucher, or go on to edit or delete it (see the article on updating and deleting a finance entry).
Steps
- Go to Finance › Journal Inquiry. It opens on the 1st of this month → today.
- Change Select Start Date / Select End Date and press Get Record — the table does not refresh until you press it.
- Each row shows Campus, Trans ID, Trans Date, Amount, and who created / updated it and when. Use the column filters to find one Trans ID, one campus or one user; the header sorts.
- Press the yellow + at the left of a row to see its lines: code, account name, Dr, Cr, memo, and the totals.
- Press Print on a row. The voucher opens in a new tab with your school header, Trans ID, campus, date, the user who posted it, all lines with totals, a blank "Voucher No. ____" line and signature lines for the Accountant and Principal. Press its Print button.
What the numbers mean
- Amount on a row is the entry's debit total (which equals its credit total).
- Trans ID is the entry's own number — quote it when asking a colleague or support about an entry. It is not a voucher series; write your own number on the printed line.
- End date must be on or after the start date, or the request is refused.
Common confusion
- "Last month's entries are missing." The screen only ever shows the range you asked for, and it resets to the current month each time you open it. Widen the dates and press Get Record.
- "I only see one campus." The screen honours the global Switch Campus selection and your own campus rights — an entry posted to a campus you may not see is not listed. Also, an entry whose campus was later deleted no longer appears.
- "There is no Edit button on some rows." Edit is offered only for entries made on Journal Entry / Add Expense / Add Other Income whose date is inside your own allowed date window. Entries created by a challan payment or by salary / advance salary never get an Edit button — correct them from the fee or salary screen that made them.
- The Print button is always there, even for entries you cannot edit.
Who can use it
The screen follows the Finance → Finance Reports privilege in Admin › Users & Privileges.