I use the project feature to track expenses belonging to grant funding. How do I change the software to keep more than one year of project history?
Hi,
Which Version / Edition of Sage 50 are you using? I believe that current versions of Sage 50 Canadian keep 5 years of Project history.
If you clear transactions every year, or automatically when paid, then the Project detail may be cleared out as well.
We have been using Project history since 2006 in Sage 50 Quantum (Simply Accounting Enterprise), and it's still there.
Hi, and thanks! We use Sage 50 Pro Accounting (2017.2). I don't clear transactions and the system is retaining 5 years of financial records but only 2 years of project history. I see the option to clear transactions automatically (under maintenance). If I click on that, will it show me any automatic clearing dates that have been set? I was hesitant to click it in case it just went ahead and cleared everything!
EClark said:the option to clear transactions automatically (under maintenance). If I click on that, will it show me any automatic clearing dates that have been set?
Yes. It's the settings for what will happen at year end if you click 'OK' to the message regarding clearing data.
In the Pro software, only 2 years of Project history are displayed, but in the Premium / Quantum Edition, more years are shown. I'm not certain whether or not the additional history is retained in the Pro Edition, only not shown in reports.
If the data is there, it may display in a third-party reporting system such as XLGL, and / or would be available if you decide to upgrade. If not, it's being summarized and only the historical totals are kept.
*Community Hub is the new name for Sage City