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Feb. 2017 Tips & Tricks (Feb. 15, 2017)

Autosoft -

Accounting Tip: Pulling Payments to 1099s
For payments to pull to vendor 1099s, you must pay your vendors through disbursements. You must also have the payments set up in and paid through Accounts Payable. Vendor 1099s will only pull payments made in the month(s) you have set up for the vendor with a Y in the Send 1099 field. 

 

Fixed Ops Tip: Generating an Op Code Detail Report
Use the Miscellaneous Service Reports menu to generate an Operation Code Detail report. This report helps you identify the op code used for each repair order and provides important information about the op code usage for your analysis. 

To run the report:

Step 1. From the Service Writing main menu, select Reports & Updates.

Step 2. The Service Reports/Updates menu will open. Select Miscellaneous Service Reports to open the menu of the same name. 

Step 3. Click Op Code Detail. The Op Code Detail menu will open. 

Step 4. Click Generate Op Code Detail.

Step 5. Use the From and To fields to enter the date range and generate the report.

Step 6. They system will prompt you to verify your printer is ready. Select To Printer to send the report to your printer, To Screen to view the report on your monitor, or Export to Excel to save the report as a Microsoft Excel document. 

Step 7. Click Print.  

Step 8. Review the full detail in this initial report or use the remaining Op Code Detail menu options to view the information using a specific filter. 

 

Sales and F&I Tip: Adding a Customer's Address in the New Sales and F&I
In the new Sales and F&I platform, you can easily add a buyer’s address through the system’s type-ahead address field. 

In the Sales application, just TAB or click into the Address field and start typing your buyer's or co-buyer's address. Our system will begin to suggest an address as you type. When the correct address is suggested by the system, just click on it, and the entire address will populate the Address, City, State, Zip, and County fields. 

This feature exists throughout the Sales and F&I platform anywhere an address can be entered. 

 

 

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