Viewing account history


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Account history shows the changes applied to the account settings over time.

To view an account history:

  1. Go to Accounting.
  2. Under Account settings, click Accounts.
  3. In the Accounts workplace, double-click an account line.
    The account card is displayed.
  4. At the top of the account card, click History.

    The account history is displayed. It shows the following details:

    Field Description
    Date The date when a change was made.
    Company A company that a change is applied to.
    If this field is blank, a change is nonspecific to any company. Such a change affects the account settings other than specified on the Companies tab.
    Active from Either of the following:
    • If the Company field is blank, it is the start date of the account validity period. For details, see Creating accounts.
    • If the Company field is filled in, it is the start date of the account validity period for the specified company. For details, see Creating accounts.
    Active to Either of the following:
    • If the Company field is blank, it is the end date of the accounting validity period. For details, see Creating accounts.
    • If the Company field is filled in, it is the end date of the accounting validity period for the specified company. For details, see Creating accounts.
    Quantity Indicates whether a quantity details are added to the accounting entries posted to the account. For example, in addition to the amount of money, an accounting entry can show the quantity of product items sold.
    Analytical dimensions Indicates whether additional details are shown in the accounting entries posted to the account. For example, in the "Accounts receivable" account, accounting entries can have such additional details as Customer, Contract, or Order.
    Analytical dimension set The name of the analytical dimension set applied to the account.
    User A user who made a change.

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