You use the Add To Check Off List button to create your check-off list. 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.
Step 1. From the Dealership Accounting main menu, click Month-End.
Step 2. Click Permissions/Forms.
Step 3. Click Add To Check Off List.
Step 4. In the Line No. field, type the line number you are adding.
Step 5. Type the text you want to add to the check-off list in the open fields beneath Line No.
Step 6. Click Save to save the line. The line is displayed in the list at the top of the screen.
Step 7. Continue to add lines as needed.
Step 8. When you are finished, click Exit to return to the End-Of-Month "Check Off" menu.