accpac simply accounting 9.0 Benutzerhandbuch

Chapter 2:  Setting Up Accounts 

User Guide    2–11 

 

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Compare your current year’s transactions to those of 
previous years, to have a better idea of how your business is 
doing.  

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Print historical financial statements easily, without having to 
restore a backup file.  

The program adds to your financial history when you start a 
new fiscal year.  

Clearing financial 
history 

You can clear the data at any time by using the Clear Financial 
History command. In the Home window, on the Maintenance 
menu, choose Clear Data, then Clear Financial History, and select 
the dates to clear. 

When you start a new fiscal year, Simply Accounting Pro records 
the chart of accounts (account names and numbers), opening 
balances, and transaction details for the year that is ending, and 
retains any financial history from previous years. 

If you change any account number or name during the new fiscal 
year, the program stores information about the account’s 
relationship to accounts in the previous year, on the Related 
Historical Accounts tab in the account record.  

Note the following:  

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You can set up related accounts for any group or subgroup 
account. You cannot relate group headings, group totals, 
subgroup totals, or current earnings accounts.  

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The related accounts must be in the same section of the chart 
of accounts (assets, liabilities, and so on).  

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You can select more than one account from the previous year 
to relate to the account, although you cannot relate the same 
account from the previous year to more than one account in 
the current year.  

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If you rename an account in the current year, Simply 
Accounting renames it in the previous year also.