Card file rollover into new company
Hello Brainstrust. We are in the process of starting a new company and the team have chosen to go with specialist software and I am having to import a significant amount of data from our 10 year ...
Forum Discussion
Hi Dimik628
The way I would get the last sale or purchase date for a customer/supplier card is through the Cards List in AccountRight 2022.
If you navigate to Card File>>Cards List>>Select the Customise button, you'll get the option to select some additional fields - one of those fields is the Last Sale/Purchase column. Dragging that into the required position and you can filter or sort records by that. You can even copy the list out to the clipboard via right-clicking on the data and selecting Copy List to Clipboard to allow you to paste that information to NotePad, Excel or a similar program.
For more information on the Card List functionality mentioned in this post check out Help Article: The Cards list.
