Accounting Webinar Series

Check Approvals/Auto-Check Writing

Utilizing the new check approvals dashboard for increased security and showing value in the efficiency of auto-check writing batches.


Departmental Splits/GL Account Budgets

Splitting expenses/revenues across multiple departments and setting up budgets on all accounts across the dealership.


Internal Financial Statements

Setting up the customized internal dealership statements separate from the standard Balance Sheet and P&L.

 Jan 8, 2020  1 PM EST/10 AM PST


Import Accounting Transaction/Floorplan Interest Import

Import accounting transactions from excel to speed up ledger entry & upload floor-plan interest expenses from excel spreadsheets monthly.

 Jan 15, 2020  1 PM EST/10 AM PST


AR Invoicing/AR Writeoffs/GPO/AR Templates

Setting up re-occurring revenue generated from AR contracts, utilizing the automated AR write-off tool to remove old, uncollected AR & speeding up GPO/AR setups.

 Jan 22, 2020  1 PM EST/10 AM PST


Audit Reporting/Restrict & Close Months

Running month end audit reports to assist with properly restricting and closing months.

 Jan 29, 2020  1 PM EST/10 AM PST


Policy Accounts/Recurring Entries

Setting up policy account expenses for the dealership & creating re-occurring transactions for repetitive transaction entry.

  Feb 5, 2020  1 PM EST/10 AM PST