all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Notes & flow: Money comes in – Deposit Accounts: - Write check from deposit banks to main checking account - Checks - Main checking account o Pay all corporate bills and payroll, etc. Vehicles: - Add a NADA book value field to a stock number - Average retail - Copy URL Condition rate: 1-10 Checks (issue): - Id - Check # - Who issued - Bank - Corp - Date issued Make checks (pay): - Paid to – possible allow vendors per user - Amount - Date - Descript/reason - Stock - Parts invoice - Date/time stamp - Who paid/wrote check - 100 - Posting viewing General Options – there are also acct. accounts: - Freight - Parts per - Fuel - Outside services - Office supplies - Shop supplies - Meal/entertaining - Advertising - Charitable - Contributions - Detail & cleaning - Lodging - Rental - Postage Other notes: - Vendors - Account # - Stores add a weight percentage - Weekly totals for sales, deposits, expenses - Check on payroll and commission - Splits and who sold – the first person gets the unit but the last - Bill pay and date tickler Things to check on: - Pay a bill - Write a check - Go buy supplies - Refund someone - Payroll - Purchase inventory – incoming - Pay for licensing - Buy dinner for the crew - Bonus - Auto checking account – bill pay – auto withdrawal - Service ticket - Labor - Outside repair ticket - Sell part(s), unit(s), service - Transfer - Trade in/consign - Reoccurring ticket - One time only ticket - Commission - Reimbursement - Use a PO - Deposit - Rental - Sell a unit - Sell parts |