To check the record history of an accounting item in your financial routine, follow the steps below:
- Access the [Finance > Accounts Statements] menu;
- Filter the desired period for your search;
- Click on [More Filters] and choose your accounting item in the [Accounting Position] field;
- Click on [Update] to generate the data.
When generating the data, at the top of the screen you will have the total accumulated amount for the period, being divided into [Balance], which would be the difference between credits and debits (usually used in analyzes of several items at the same time), [Pending], represents the sum of transactions to be confirmed and [Delayed], which represents the transactions that were not confirmed after the expiration date of the transactions.
Now that you already know how to analyze the history of an accounting item, how about checking out more related subjects?