Hi there, how is your chart of accounts setup? Our company uses consolidated accounts, which may work for you, I believe it was introduced around 2017 version. 

Hi!! Thanks so much for your reply!  I don't think the 2013 version offers consolidated accounts, but is there a way I can check to be sure? I don't recall that option being available back then.  So with consolidated accounts you are able to get deeper details of each transaction category?  Can you get data like dates, and check numbers where applicable, etc? Which version to you currently use?

We use 2020 version. I am sending you over some screenshots of our sample company, so that you can see the basics. Unsure if this is what you'll want or not. Ours is setup to consolidate by account. You begin with consolidated, which turns all assigned consolidated accounts into hyperlinks, which can be expanded into General Ledger accounts. By clicking the General Ledger accounts, it take you to the Account Inquiry screen which allow you to look at individual detail for each specific G/L. Hope this helps! 

The General Ledger report were re-written in V2012.  So if you are in V2013 you should already have some, if not most of these options.  (Although 2013 was a log time ago, I do not recall everything from that version and what has changed to the current version v2020).  If you go to your Knowledge Base at SageKB.com you can review the articles I included below in regards to setting up consolidated accounts in your Chart of accounts and using the Consolidation option when running some reports. 

There are some drill down options for the General Ledger reports to drill down to the GL Account Inquiry screen and then review transactions in there.  The drill down is really not transaction specific though, it only links you to the Account Inquiry screen.  It requires the GL account number to display when you are previewing the report.  The account number displays in blue and is underlined.  Anything that display blue and underlined, you can select it to drill down on the account number to get to the Account Inquiry and view transactions in there.

I also included an article that has some Customize report you can import into your program.  There are some reports in then to include the GL account #s on the Income Statement and Balance sheet.

If you set up consolidated accounts in your Chart of Accounts, if you run a report and select the Consolidated option, then you can click on that line and it will give you the Account #s, that you can select to drill down to the Account Inquiry Screen

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Sincerely,

Coleen

Many thanks for this Coleen!  I think we found exactly what we needed on this site and with the guidance you provided. 

This is very helpful!  Thank you so much for taking the time to go in to so much detail. I think the consolidation of accounts idea is exactly what we needed and we weren't using the software as efficiently as we could have in the past.