Pulling payments to 1099s
You must pay your vendors through disbursements in order for payments to pull to the 1099s. You must also have them set up in and pay them through accounts payable. They will only pull payments made in the month(s) you have set up for the vendor with a “Y” in the Send 1099 box.
Generating an Op Code Detail Report
Use the Miscellaneous Service Reports menu (Inside Service > Reports & Updates > Miscellaneous Service Reports) to generate an operation code detail report. This report helps you identify the Op Code used for each repair order and provides important information about the Op code usage for your analysis. Use the first menu option to generate the detail for a specific date range, then you can view all the detail or use the remaining menu options to view the information using a specific filter. The report can either be viewed on screen or sent to an Excel spreadsheet.
Sales and F&I
Adding a customer’s address in the new Sales and F&I
In the new Sales and F&I software, you can easily add a buyer’s address through the system’s type-ahead address. Just select the address field and start typing your customer’s address. Our system will begin to suggest an address as you type. When the correct address is suggested by the system, just click on it and it will fill in that entire address in the buyer address fields.