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

Click **Activity** at the top of the page.

In the dropdown, select **Financial Status**.

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

**Drill Down into Specific Job Transactions**

- Click on a Task Type to view transactions for that specific task.
- Click on a Transaction Type to open a detailed page for that transaction.
- Use Job No. hyperlinks throughout Accountability to drill down into specific transactions related to the job.

#### **Explore Detailed Job Transaction Tabs**

- **Job Billable Status** – View the billing status of the job.
- **Job Cash Details** – Track cash movements associated with the job.
- **Job Time Details** – Review logged time and associated costs.
- **Job External Costs** – Analyze external expenses linked to the job.

Click on each tab to drill down further into job-specific financial details.

**Benefits of Drill-Down for Job Transactions**

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

Accountabilityone

Chatgpt

The Drill-Down function in Accountability allows users to transition from a high-level job transaction summary to a more detailed, granular view. This feature improves visibility into Estimated, Actual, and Billed transactions, making financial analysis more efficient.

Drill-Down for Job Transactions in Accountability