Card Information window
Cards Overview > Creating cards > History viewWhen you record sales and purchases, AccountEdge automatically tracks the history of the transactions for your customers, vendors and salespeople; this information can be valuable in analyzing your sales and purchases, and spotting trends that may need to be addressed. Sales and purchasing history is kept for the current year, next year and up to five previous years. These monthly amounts are used in the Analyze Sales and Analyze Purchases reports.
If you wish, you can enter your monthly sales and purchasing history for each of your customers, vendors and salespeople for the months before you started using AccountEdge. Enter this information in the History view of the Card Information window if you want to be able to print reports comparing your monthly sales and purchases from each customer, vendor and salesperson with last year's sales and purchases.
| Warning: If you change a card's history AccountEdge uses the figures displayed in the History tab on some reports. If you change a card's history in this window, keep in mind that the change you make may not accurately reflect your actual totals. Use care when making changes to the amounts displayed in this window. If you make a change and then want to use the previous amount, AccountEdge can't automatically reconstruct the monthly totals. |
If you want to track sales history for an employee, be sure to enter the employee's name in the Salesperson field of the Sales window whenever you enter sales in which the employee participated.
Click below for the step-by-step procedure:
Enter history for customers, vendors and salespeople
Cards Overview - History view (Card Information window)