MIP Ideas Portal

Drill-through from trail balance to detail info.

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.

  • Leslie Fillingham
  • Apr 18 2017
  • Already exists
  • Attach files
  • Dan Murphy commented
    May 15, 2017 14:38

    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.


    Best wishes!

  • Lacy Scott commented
    May 15, 2017 14:50

    Dan, Can you please explain how to do this?  Thank You!

  • Jack Berezny commented
    May 15, 2017 16:20

    Does not exist in version 10.0.0.0.When was it added?

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  • Dan Murphy commented
    November 09, 2017 14:56

    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.

  • Lacy Scott commented
    December 04, 2017 18:49

    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?

     

    Thank You! 

    Lacy Scott

    Accountant

  • Dan Murphy commented
    January 08, 2018 19:23

    In the normal trial balance- it's the little drill icon at the top of the screen.

  • Loren Bair commented
    October 02, 2018 17:07

    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.

     

    Thanks,

    Loren