I'd love to be able to drill-through, when reviewing a trial balance, to the transaction detail that makes up a balance instead of having to run a general ledger report to check on an unusual balance.
Drill down to the transaction level is currently available in the normal trial balance report. We will be implementing drill through as a planned feature for MIP Advance.
In the meantime, please be sure you are on the latest version of MIP.
Thank you for taking the time to suggest ways we can improve MIP and our user experiences.
We look forward to learning more ways we can continue to improve.
Dan, Can you please explain how to do this? Thank You!
Does not exist in version 10.0.0.0.When was it added?
JEWISH COUNCIL FOR THE AGING®
Headquarters/Ann L. Bronfman Center
12320 Parklawn Drive
Rockville, MD 20852
Direct Dial 301-255-4245
Visit the JCA website at www.AccessJCA.org.
The information contained in this electronic mail message is confidential
information that may be covered by the Electronic Communications Privacy
Act, 18 U.S.C. Sections 2510-2521, intended only for the use of the
individual or entity named above. If the reader of this message is not the
intended recipient, you are hereby notified that any dissemination,
distribution or copying of this communication is strictly prohibited. If
you have received this communication in error, please immediately notify us
by telephone at the number provided above, and delete the original
message. Thank you.
*P* *Please consider the environment before printing this e-mail*
This functionality was added around version 13. We are currently on version 2018.1. In order to make sure that you are getting all the benefits of developments, please be sure you are on the latest version.
We have the latest update for MIP but I do not see where we can do this. Can you please explain how we can do it?
In the normal trial balance- it's the little drill icon at the top of the screen.
The ability is there to drill down however, it still needs be refined/work. There is too much information that can populate the window depending on the size of the trial balance and the account string selected. When you click on an account you should have the ability to just show that accounts information so you can drill into it further maybe by having it open in its own window. Otherwise, the windows get so small you it makes it pointless to use. Also, you have the ability print the whole worksheet, but add the ability to print just the section you need.
You won't be notified about changes to this idea.