Create Fast Drilldowns in Sage Intacct Using Query Builder

Respond to last-minute finance requests in minutes with Sage Intacct drilldowns. In this video, see how to use Velixo’s Query Builder to quickly pull detailed accounts payable data and create easy-to-navigate drilldowns in Excel. Finance teams are often asked for detailed information with little notice. This walkthrough shows how to build queries on the fly to retrieve AP bill details - such as bill number, date, amount, and vendor - and present the data in a clear, non-intimidating format. You’ll also learn how to create hyperlinks that take users directly to the source records in Sage Intacct. If you want to streamline your reporting process and improve responsiveness during finance “fire drills,” this simple drilldown technique is a powerful time-saver. Series: 3 Minutes with Velixo - real ERP use cases, practical workflows, no fluff. 00:00 Introduction to Fire Drills 00:48 Building Queries Easily 02:00 Drill Down Functionality 03:33 Creating Hyperlinks in Excel