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June 2018 Tips & Tricks (June 7, 2018)

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Accounting Tip: Paying Only Selected Invoices

Did you know the Deposit/EFT screen now allows you to select the payable invoices you wish to pay?

Once you type the vendor in the Control field, the Vendor Account Detail button appears on the Deposits/EFTs screen.

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Use the Vendor Account Detail button to select the invoices you would like to pay, and Autosoft DMS will create the entries for you. See the Knowledge Base article, "Selecting Individual Invoices from a Vendor for Payment," for step-by-step instructions for using this functionality. 

 

BONUS ARTICLES

Printing Open Accounts Payable Invoices Only
Editing Payment Information in a Generated Vendor List
Deleting a Record Using Edit Check Register
Printing Trade Vendor Payables Lists & Labels

 

Fixed Ops Tip: Archiving Repair Orders for Backup 

The R/O Archives menu is used to archive repair orders. When you archive a repair order, it is turned into a PDF file and stored on the local client drive. 

Several years of records can be maintained on the local drive. This menu provides a method for viewing your archived repair orders and burning them to a CD for backup. Because the system backup does not include making a backup of the local drive, the records may be lost due to hardware failure or other unforeseen accidents. By “burning” the files to a CD, you ensure the records are safely backed up. Several copies should be made so a copy can be stored off-site in a safety deposit box (or other safe location). When you burn month-end files to a CD, you will lose any previously burned files. Only the most recent files are available on the CD; therefore, you may want to use a separate CD for each month.

 

BONUS TIPS

Purging Stale Prewrites
Running an Open Repair Order Report and Exception/Deviation Report
Creating a Continuation RO
Daily Update/End of Month (Webinar)

 

 

June Sales and F&I Tip: Creating Customized Menus (June 7, 2018)

Autosoft Sales and F&I now has functionality that allows users to group deal and prospect forms into customized menus. 

Forms menus can be used to create custom funding packets to organize your printing workflow. Create user-defined custom form menus to which you can add regularly used forms for various types of deals. Create your own menus based on how you want to organize your forms, such as by lender or deal type. These forms menus are then available on the Forms page of deals in the Sales application.

To create a menu, follow these steps:

Step 1. Click the Setup button in the blue navigation bar. The System Setup Information screen will open.

Note:  Only users with the appropriate roles and permissions can access the Setup application.

Step 2. Click the Sales button above the Dealership Summary Card. 

Step 3. The Sales setup menu will open. Select Forms

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Step 4. The Forms setup screen will open. Click the Menus tab.

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Step 5. On the Menus tab, click New Menu.

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Step 6. The Add Forms Menu modal will open. In Menu Name, type a name for the menu you're creating. Make the name easily identifiable, as you will retrieve the forms menu using this name. 

Step 7. The Available Forms section lists all the forms in your system. To add a form to the menu, click on the form in the Available Forms window and click the right-pointing arrow to move it to the Selected Forms window. If you mistakenly move a form to the Selected Forms window and wish to remove it, simply click on the form in the Selected Forms window and click the left-pointing arrow to move it back to the Available Forms window. 

Step 8. Repeat Step 7 until you've added all the necessary forms. 

Step 9. To organize the forms, click and hold the order icon (three lines) to the left of a form name in the Selected Forms window and drag the form into the desired position. Repeat with the other forms in the menu until you're satisfied with the order. 

Step 10. When you're happy with the menu, click Save. The menu will be listed on the Menus tab of Forms setup and can be accessed on the Forms page of any deal. 

To learn how to use these user-defined forms menus, see the Knowledge Base article, "Accessing a Forms Menu."

 

BONUS ARTICLES

Printing Prospect Forms
Printing Deal Forms
Printing the Deal Disclosure from the Desking Screen
Understanding the Desking Process

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