Drill down for transaction-level details in financial statements

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

While previewing a financial statement on your screen, you can drill down to view transaction-level detail for any amount in the statement.

You must have Internet Explorer 6.0 or greater installed to view the drill-down data.

In the Print Preview window, place the mouse pointer over an amount in the statement. The mouse pointer will change to a small hand. Click the left mouse button to drill down to the next level of information. Depending upon the amount type, you may see additional links (in blue type), which you can click to drill down to a deeper level of source information.

Note: The drill-down feature is available only when using the File > Print Preview command or the /_images/acct_pr/csa/print-preview.gif toolbar button from the Financial Statement Editor window.


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