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Account schedules should also have more detail/drill back capabilities when using analysis views. When you drill into the account detail on an account schedule using analysis views you are only able to see the amounts posted to the accounts and date. Users should be able to drill back to the journal entries and source transactions or at least see some of that source document information or the journal entry number in the detail.
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are considering adding it to our longer term roadmap. 

 

Your help is greatly appreciated, 

Theresa Nistler

PM, Microsoft  


Comments

C

Completely agree, this is where this platform comes short for us, after migrating from QuickBooks, where every number is clickable through to the underlying individual transactions.

Category: Reports and Business Intelligence