When you record sales and purchases, Accounting Plus automatically tracks the history of the transactions for your customers, suppliers and salespeople; this information can be valuable in analysing 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 Analyse Sales and Analyse Purchases reports.
If you wish, you can enter your monthly sales and purchasing history for each of your customers, suppliers and salespeople for the months before you started using Accounting Plus. 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, supplier and salesperson with last year's sales and purchases.
Warning: If you change a card's history
Accounting Plus 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. |
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, suppliers and salespeople