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#42285 - 07/09/14 12:02 PM AR current vs historical transactions
ALW Offline
Stranger

Registered: 06/27/14
Posts: 1
Loc: NJ
How do I change the date that divides current and historical transactions for all customers?

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#42287 - 07/09/14 12:07 PM Re: AR current vs historical transactions [Re: ALW]
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
Transactions get moved to "history" when you perform a year end function in AR.
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

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#42288 - 07/09/14 12:56 PM Re: AR current vs historical transactions [Re: Lyndon_Olfert]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4410
Loc: Vancouver, BC
Actually, running period end can be used to move current transactions to history, and this is my recommended method. Year end can also be used for this purpose but I usually find that long period year end comes around there are too many transactions sitting in current.

Only fully paid transactions are moved to history by either period or year end.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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