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Sept. 2016 Tips & Tricks (Sept. 14, 2016)

Autosoft -

Accounting Tip: Did you know that you can view a previously entered document when you are in the journal entry screen?
To do so, click on Schedules at the top of the entry screen you are in. Then click the Documents button at the bottom of the screen. That’s it!

This way, you do not have to exit out of the journal entry screen, and you can perform this function in any of the entry screens.

 

Fixed Ops Tip: Need to re-send counter slips to Accounting?
Use the Resend C/S To Accounting button on the Miscellaneous File Utilities menu. Just specify the document number or range of documents for the counter slips, and all slips within that range will be sent to Accounting, even if they were already sent.

Important:  We suggest you only use this feature with assistance from an Autosoft Customer Success Center representative. Call the Customer Success Center at 800.473.4630.

How It Works

If a counter slip number does not exist in the general ledger, the system will simply add the counter slip. If a counter slip number does exist in the general ledger, the system will replace the existing document with the one in the most recent update. So, you should notify Accounting when you use this utility so the operator can verify the counter slip numbers in the Integrated Parts Sales Entries before posting to the general ledger.

To re-send counter slips:

Step 1. From the Parts Inventory main menu, select Setup & Updates.

Step 2. Select Miscellaneous Maintenance on the System Setup & Updates menu. 

Step 3. Click Resend C/S To Accounting.

Step 4. Use the Starting With and Ending With fields to type the first and last document numbers of the counter slips in the range you want to re-send to Accounting. If you only want to send a single counter slip, type the document number in both the Starting With and Ending With fields.

Step 5. Click OK when prompted to verify you want to resend the slips.

Step 6. When the system is finished, it will display a "Complete" message. Click OK to acknowledge the message.

 

F&I Tip: Easily restart the new print manager to continue printing forms
Autosoft FLEX F&I now uses the Autosoft Print Manager to manage forms printing within the system, which is much more stable than the older Java-based printing.

Occasionally, due to your PC environment or other factors, this Print Bridge will require a restart to continue to print forms. Fortunately, it’s an easy fix.

In the bottom right of your computer screen, you’ll see an Autosoft logo, which represents the Autosoft Print Bridge. If you don't see it, click the upward-pointing arrow in the bottom-right corner of the screen (to the left of the time and date) to reveal a list of programs that are running on your system. Right-click the Autosoft icon and select Start/Restart Print Bridge. Then, just refresh your forms page in FLEX F&I, and you’re good to go!

 

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