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Drill-down in Automatic Documents

Double- clicking a line in an automatic document will drill down to the supporting document or transaction detailing it.

To view prior year adjustments details, see Prior Year adjustments drilldown.

Notes

You can add annotation to a supporting document. In the supporting document select the applicable line and click Insert | Line Annotation.
You can create an adjustment to a supporting entry by right-clicking on the detail line and selecting Create Adjustment from the context menu.

If drilling down to an adjusting journal entry, the breakdown of the adjusting journal entry opens. However, if the adjusting journal entry has a reference attached to it, the drilldown goes to the reference instead.
You can drill-down on any calculated group/map number in reports organized by group. Examples include Trial balance (grouped), Leadsheet (grouped), Analytical review (grouped), or draft financial statements organized by map number.