The History view is available for customers, employees or vendors.
When 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 in spotting trends that may need to be addressed. Sales and purchasing history is kept for the current year, for next year and for 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
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.