Add drill down from account transaction view to source record

When looking at account activity, allow user to drill down to the source record of that activity. When looking at activity, we often need to see the full JE to determine what that activity represents or where the other side was coded. Unfortunately, right now, we have to leave account activity and go to JE to look at the source document.

  • Guest
  • Aug 21 2019
  • Needs review
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  • Guest commented
    September 26, 2023 01:22

    I agree, this feature is available in DB View where as you can go directly to the source record (Journal Entry or Payables Record). Not having this functionability adds a lot of extra time and work to get what was so easily accessable in DB View.

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