accpac simply accounting 9.0 Manuale Utente
Chapter 2: Setting Up Accounts
User Guide 2–11
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ACCPAC INTERNATIONAL, INC. Confidential
Setting Up
Accounts
Setting Up
Accounts
■
Compare your current year’s transactions to those of
previous years, to have a better idea of how your business is
doing.
previous years, to have a better idea of how your business is
doing.
■
Print historical financial statements easily, without having to
restore a backup file.
restore a backup file.
The program adds to your financial history when you start a
new fiscal year.
new fiscal year.
Clearing financial
history
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.
History command. In the Home window, on the Maintenance
menu, choose Clear Data, then Clear Financial History, and select
the dates to clear.
Keeping Track of Changes in Account Names or Numbers
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.
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.
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:
■
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.
account. You cannot relate group headings, group totals,
subgroup totals, or current earnings accounts.
■
The related accounts must be in the same section of the chart
of accounts (assets, liabilities, and so on).
of accounts (assets, liabilities, and so on).
■
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.
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.
■
If you rename an account in the current year, Simply
Accounting renames it in the previous year also.
Accounting renames it in the previous year also.