One Simple Change to Make Sage Intacct Drill-Downs Even More Powerful
When drilling down to transactional detail in a Sage Intacct Financial Report, do you find yourself making multiple clicks and opening a multitude of windows?
One simple change can save several clicks and give more insight on a line item’s ledger detail. Users will only need to take the following steps once, as the changes will save even as they use other modules and areas with available drill-down:
- In the Applications drop-down menu, navigate to General Ledger > Reports and click General Ledger.
- In the Format section, select Details under “Show transaction presentation” and Bill/Invoice/Adjustment Number under “Select doc column value.” Then, run the report for any accounts.
Now, when drilling down on a line item from any financial report, transactional detail will be available in one click. This setting will stay in place in perpetuity.