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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:

  1. In the Applications drop-down menu, navigate to General Ledger > Reports and click General Ledger.
  1. 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.

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