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Jan. 2018 Tips & Tricks (Jan. 16, 2018)

Autosoft -

Accounting Tip: First Payroll of 2018

Before doing a 2018 payroll, make sure that you close your payroll for 2017. Reports for 2017 will be accessible for a year.

Get directions for your year-end closing in the 2017 Year-End Closing Manual. More helpful materials are accessible through the Year-End Closing Resources option on the Help Center home page. 

 

BONUS TIPS

Accounting End of Year (Webinar) 
Closing the Books for End-of-Month

 

Fixed Ops Tip: Keeping Track of Shop Tools with Special Tool Inventory

Need to keep better track of your dealership's shop tools? Use the Special Tool Inventory feature in Autosoft's Parts module to keep all the tools in the shop.

The Special Tool Inventory menu is used to track tools. Once a tool is entered into the system, you can use this menu to sign parts in and out, and the system will track to whom the part was issued and the date the part was issued. This helps you keep track of the tools.

Access the Special Tool Inventory menu by following these steps:

Step 1. From the Parts Inventory main menu, select Special Inventories. The Special Inventories & Maintenance menu will open. 

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Step 2. Click Special Tool Inventory. The Special Tool Inventory menu will open.

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As always the F1 key will give you access to the instructions to use the Special Tool Inventory menu.

 

BONUS TIPS

Parts and Service Report Generator (Webinar)
Setting Up Technician Payroll (Webinar)

 

 

Sales and F&I Tip: Autosoft's Marketplace Now Open

Did you know that you can now purchase various apps to extend the usefulness of Autosoft Sales and F&I through our new Marketplace!

Note:  Only users with the Dealer Principal role and appropriate permissions can make purchases using the Marketplace. Users without the necessary roles or permissions to make purchases through the tool can make requests for Autosoft solutions. Users with the Dealer Principal role can then review your purchase history and any internal requests made by other users. 

Simply click the Marketplace icon in the top-right corner of any Sales and F&I screen, and you’ll see all the apps available to you. You can add any of these to your cart, checkout, and get quick access your new app. 

 

BONUS TIPS

Understanding the Marketplace
Making and Reviewing Marketplace Purchases

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