Skip to content
English
  • There are no suggestions because the search field is empty.

How to drill down a job transaction

The Drill-Down function allows users to transition from a high-level job transaction summary to a more detailed, granular view. 

Step by Step Guide:

1. Navigate to Jobs > Jobs

2. Click on the Job No. to open the job details

3. Click Activity at the top of the page.

4. In the dropdown, select Financial Status

5. The Job Transactions Summary page will load, displaying Estimated, Actual, and Billed transactions for each task type.

Tip: Benefits of Drill-Down for Job Transactions

  • Provides quick access to detailed job financials.
  • Enhances transparency in job tracking and reporting.
  • Streamlines month-end reconciliations with real-time insigths.