Drill Down Feature

Drilling down into EBMS history data

The Drill Down function is a valuable tool to view historical data. EBMS allows the user to view the detailed transactions that total any summarized value within the system. This function is very useful for accountants and auditors to trace financial transactions. The following window can be found by opening a year tab on a customer record.

To find an example, go to Sales > Customer and open a customer record by double-clicking on a line in the table or highlighting a line and clicking the Select button. This will open a customer record. Look for a tab with year label. (In the example below, the selected year tab is 2023.)

To Drill Down, right-click on any of the Invoice or Payment totals and select Drill Down to display a detailed list of transactions. In the example below, the user selected Invoices for June 2023 and right-clicked on that total in the 2023 year tab.

Clicking on Drill Down brings up individual June invoice details as follows:

Highlight any transaction in the Details list and click the Source button to display the document that created the transaction.

EBMS allows the user to track any summary total back to the source document by using these steps.