Online reports - Drilling into Reports
When clicking on any of the reports, you will be taken to the overview of the account. This is the top level of the report. Here it will list all the transactions for the account you are viewing. Wherever you can select on any of the reports, you will be taken further into the account until you reach the double entry for a transaction.
Account Summary
This will display all the entries for this account summary. From here you can select the entries you would like to view, this will take you to the Transaction Data Viewer
Transaction Data Viewer
Once you have selected the entries you would like to view, you will be presented with all the transactions for the entry.
Double Entry Viewer
After identifying the transaction, you wish to view, selecting the transaction will take you down to the double entry for that transaction.
At any time you can use the Filter Function to efficiently locate a transaction.
To filter a specific field, click the name of the column. The filter will default to sort ascending (A-Z, Hi-Low), and once clicked again, the filter will sort descending.