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Creating a New DOC Using the Eyeball Stats Screen

Autosoft -

Use the Stats Setup screen to define the parameters you want to set for the selected DOC number. Once you set the parameters, you can edit them using this screen.

Step 1. From the Dealership Accounting main menu, select Reports & DOCs. The Reports menu will open.

reports_menu.JPG

Step 2. Select Eyeball Stats from the Reports menu. The Eyeball Stats screen will open.

eyeball_stats.JPG

Step 3. In the DOC Number field, type the DOC number (1-9) you want to create.

Step 4. Click OK when prompted to verify this is a new DOC.

Step 5. Click Setup. The Stats Setup screen opens.

stats_setup.JPG

Step 6. In the Line field, type a line number for the line you are creating. The line number determines the order in which the information will print on the report.

Step 7. Type a description for the line in the Description field.

Step 8. Next, select if you want the line to display subtotals or totals. Type Y for yes or N for no in the appropriate field.

Step 9. Use the Plus and Minus sections to add the general ledger accounts you want to pull to the report. Click G/L List to display a list of accounts in the system. You can drag and drop accounts from the list to the account fields.

  • The Plus section is for accounts that will add to the total.
  • The Minus section is for accounts that will subtract from the total.
  • Use the From and To fields to enter a range of continuous accounts.
  • If you want to include one account on the report or need to add accounts that are outside of the continuous range you specified, use the Include fields to specify the accounts.

Step 10. When you are finished setting the parameters, click Save. The line will appear in the list on the right side of the screen.

Step 11. Continue to add lines as needed.

Step 12. When you are finished, click Exit to return to the Eyeball Stats screen.

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