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