Tips: Un-Posted Journal Entries, User Account Unlock & More

Office

Did you know that you can check to see if there are any un-posted journal entries sitting in the system?

Just go into: Accounting > Journal Entries > View All Active Journal Data

This screen will show you any entries that have been entered but not posted to the general ledger. From here, you can determine if these entries should be posted or not. You can check for un-posted journal entries at the end of the month or any time you need to.

Sales and F&I

Unlock a user account

User accounts can be locked when either the administrator has chosen to lock the account or the user has accidentally locked the account due to three unsuccessful login attempts.

To unlock an account, the administrator will need to go to the Admin area and take the following steps:

Go to Employees and select the user that is locked
Click on the Account tab
Click Unlock Account

The Unlock Account button will become a Lock Account button, and a green “Success” message will verify the action was successful.

Fixed Operations

“Total” feature on Parts Queries

From the Queries screen, a parts user is able to total the D/N, List, Retail, and Estimate Pricing Level columns for all parts entered on their current list by typing the letter “T” in the Part Number field and hitting the enter key.

The word “Total” will display in the Description column, and the four pricing columns will display the sum of all parts entered above the total line.

The user is also able to change the far right pricing column between Estimate, Trade, and Service pricing structures. The total will change according to the currently pulled up pricing level.