The system comes with a pre-installed check-off list you can use. These are the steps recommended when closing your books for the month. You can add to this list as needed to meet your dealership’s needs. However, if you prefer, you can create your own check-off list. Use the Add To Check Off List button to create your check-off list.
To access this list:
Step 1. From the Dealership Accounting main menu, select Month-End. The Month-End Procedures menu will open.
Step 2. Select Permissions/Forms. The End-Of-Month 'Check Off' menu will open.
Step 3. From the End-Of-Month ‘Check Off’ menu, click Add To Check Off List. The Add To End-Of-Month Check Off List screen will open.
Step 4. Type the line number you are adding in the Line field.
Step 5. Type the text you want to add to the check-off list.
Step 6. Click Save to save the line.
Step 7. The line is displayed in the list at the top of the screen.
Step 8. Continue to add lines as needed.
Step 9. When you are finished, click Exit to return to the End-Of-Month ‘Check Off’ menu.