Account History

When viewing a YTD variance, it is always helpful to be able to reference the account history and any variance notes that have been made throughout the year.  Users can access this account history by clicking the "Account History" option in the action menu for a specific account.  

Selecting this option will pull up a modal that provides the account history for the last 12 periods for whatever periodicity you are viewing.  So if you are viewing YTD April 2022 Financials, the account history modal will pull YTD values dating back to April 2021, along with any variance notes that were entered.  In the event that the variance note is the same as in a prior period, the prior period's notes can be copied to the clipboard for use in the current report.