Drill Down

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 transactions. The following window can be seen by opening a customer's account year tab (Sales >Customers > [Year]).

To Drill Down, right-click on any of the Invoice or Payment totals and select Drill Down to display a detailed list of transaction. The April invoice is as follows:

Highlight any transaction 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.