Archiving Profit and Loss Transactions

 

This month's "technical tip" is useful if you want the current transactions tab on a profit and loss nominal transaction enquiry to only show this year's transactions.  If you want to do this you need to move the transactions for the previous year into the historical tab.

This is achieved by running the option below after completing the year end (Nominal Ledger - period end routines- account maintenance):

 

 

 

 

 

 

The 2 screenshots below show the before and after effect of running this routine.

 

Transaction enquiry before running routine showing last year's transactions in yellow.

 

 

 

Transaction enquiry after running the routine, last years transactions are now under the historical tab.

 

 

N.B the transactions have been moved from the NLPostedNominalTranSQL database to the NLHistoricalNominalTranSQL table. 

 

 

 

 

Report of the month

 

The report for January is now available.  This report shows you a list of stock items from Purchase Orders with quantities and values relating to what is currently on order and what has been received. January Report of the Month

 

 

Each month Sage will provide a "Report of the Month" so it is worth coming back to this page on a regular basis.

If you found these reports useful please let me know and which ones as feedback is always welcome.