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We're a Financial Institution evaluating F&O currently. Our account balances are made up of deals. We want the ability to drill down from account balance to deal level. Is this possible in F&O?
Thanks in advance
You can use trail balance to find related transactions of account.
Many thanks. And presumably you have that functionality in Power BI once integrated?
also apart from drilling down the ability to capture information per deal would needed for which setting Deal as one of custom financial dimension would be required
sorry. Can you clarify?
You can realize this drill down:
(a) in the trial balance list page
(b) in the financial reports
(c) in Power BI
The easiest and fastest one is (a). Please see Mattguos reply.
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