---
title: "Balance Inquiries Quick Reference"
canonical: "https://kb.uconn.edu/space/FPB/10886381920/Balance%20Inquiries%20Quick%20Reference"
format: markdown
---
Staff can conduct balance inquiries in Kuali Financials (KFS). 

## Balance Inquiry Types 

|  |  |  |  |
| --- | --- | --- | --- |
| **Balance Inquiries** | **What does it show?** | **Notes** |  |
| **Available Balances** | Displays available balances by account by   
object code. | Budget – Actuals – Encumbrances =   
Variance | Use radio buttons to adjust view. |
| **Balances By Consolidation** | Total income and total expenses on an account rolled up on a consolidation code. | Drills down into Levels ~ Balances by Object Code ~ GL Balance Lookup ~ GL   
Entry Lookup | Highest level balance inquiry. |
| **Cash Balances Lookup** | Object code 1100 (cash). | Beginning Cash +   
Change in Cash (Account Line Annual Balance Amount)   
= Available Cash | Used for 3-ledger and 4-ledger accounts. Use the pipe to include up to 12 accounts. |
| **Current Account Balances** | How much is available to spend based on Budget Available Balance or Cash Expenditure Authority. | Will never have all columns populated. The "Budget Record Level Code" field on an account record determines which columns are populated. | "No Budget" in this field calculates amount available based on fund balance minus encumbrances. All other choices will calculate based on budget. |
| **General Ledger Balance** | Displays month-by-month views by object code. Can show accumulated balances. | Drills down into General Ledger Entry Lookup. | Can retrieve different balance types   
(actuals, budget, etc.) by changing the Balance Type Code or leaving it blank. |
| **General Ledger Entry** | Displays transactional detail in an account. | Defaults to the current fiscal period (month). Use ***** to get entire fiscal year-to-date. | Use search tools to reduce object codes shown (without the 1100/2100 offsets). |
| **General Ledger Pending Entry** | Displays transactional detail for pending (not final/posted) entries. | Can choose Approved or All (enroute /   
saved). |  |
| **Open Encumbrances** | Displays open encumbrances on an account. | Lists object code, document number   
(PO number) and vendor. | Cannot open purchase order from here – informational only. |
| **Account Status (Current Funds)** | Lists all employees charged to a particular account. | Done at account level. | Click the **Person** column heading to sort by person. |
| **Employee Funding** | Lists all accounts and amounts for a particular employee. | Done at employee number level. | No drill-down available. |
| **Labor Ledger View** | List all accounts and amounts for a particular employee. Displays month-by-month activity (similar to General Ledger Balance). | Done at employee number level. | Drill down available. |

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