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
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  • Loren Bair commented
    2 Oct, 2018 05:07pm

    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.




  • Dan Murphy commented
    8 Jan, 2018 07:23pm

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

  • Lacy Scott commented
    4 Dec, 2017 06:49pm

    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


  • Dan Murphy commented
    9 Nov, 2017 02:56pm

    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.

  • Jack Berezny commented
    15 May, 2017 04:20pm

    Does not exist in version was it added?

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  • Lacy Scott commented
    15 May, 2017 02:50pm

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

  • Dan Murphy commented
    15 May, 2017 02:38pm

    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!