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Viewing a Specific Document

Autosoft -

Use the View A Document button on the Schedules & Documents menu to open the View A Document screen to view or print a specific document. If you want to view document information for a specific period, click Month, and click the period you want to select. This screen is for viewing only. You cannot edit data on this screen.

Step 1. From the Dealership Accounting main menu, select Schedules & Documents. The Schedules & Documents menu will open.

Step 2. From the Schedules & Documents menu, click View A Document. The View A Document screen will open.

Step 3. Type the document number for the document you want to view, and press ENTER.

You can also search for a document by clicking Document List. A list of documents appears. The list is sorted by journal number, and the documents for each journal are listed in document order. Use the Prev and Next buttons on the Document List screen to maneuver through the list. Click on the document you want to view. The document information populates the screen.

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Step 4. If the search finds the document in the current month, the Keep Looking button appears. Click this button to search for duplicate documents in the past 12 months.

Step 5. Click Print to print a copy of the document.

Step 6. When prompted to verify your printer is ready, select your print criteria and click Print

Step 7. Click Exit to return to the Schedules & Documents menu.

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