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Changing Customer/Vendor from Balance Forward to Detail

Autosoft -

Step 1. The Customer/Vendor account balance must be .00

Step 2. Move money to the voids account.

Step 3. Depending on whether you want to adjust a customer or vendor account, click on either Trade Receivables or Trade Payables, respectively, on the Dealership Accounting main menu.

Step 4. Click Customer Information

Step 5. On the Customer Information screen, change the letter in the Bal/Detail Forward (B/D) field to either B or D, depending on which you are setting. 

Step 6. Click Save

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