View Accounting in OIPA

The Chart of Accounts in OIPA performs accounting when:

• a suspense record is created

• a transaction that has financial implication is processed.  

When the transaction is processed, transaction accounting is performed on the associated accounts. You can then view the accounting details by clicking on the icon to the left of the processed activity.  This will open the Activity Details window.  Select the Accounting link.

The Accounting Details window displays the various accounts affected by that transaction, along with their Account Numbers, Description, Amount and Debit/Credit details.  SQL statements can also be run to view accounting for specific policies, account numbers, etc.  Please see Querying Account Records for additional detail on SQL statements.