Accounting Drill Down Reporting

Accounting Drill Down Reporting

March 12, 2020

We are pleased to announce that Accounting customers will be able to see more detail in three of their financial reports:

  • Account Balances
  • Balance Sheet
  • Profit & Loss Statement

Instead of going to the Activity By Account report to see exactly how these totals are calculated, they can now drill down directly inside these reports to see details without leaving the page.  A panel will appear on the right side, showing the details.

For more information about these three reports, visit:
Viewing Your Account Balances
Viewing Your Balance Sheet
Viewing Your Profit and Loss Statement