Drill down for transaction-level details in financial statements

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

Example

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