The Card Information window allows you to add, change, delete and view information about individual customers, vendors, employees and personal contacts -- known as cards. The window has multiple views.
The History view is available only when the card type is Customer, Vendor or Employee.
You can use the History view to view or enter monthly sales and purchases balances for your customers, vendors and employees.
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.
History information can be entered for up to five previous years, the current year and next year. Additional statistical information, such as average days to pay, is displayed for customers and vendors; you can use this information to help you identify your best customers, vendors and salespeople. 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: Use care when changing 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.