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 edit 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. Click the line you wish to edit in the list. The information is displayed in the fields at the bottom of the screen.
Step 5. Edit the information.
Step 6. Click Save to save the changes.