Employees
You will see these three tabs when creating a new employee after you check the accessible box under Companies.
What are the Permissions, Positions, and DCS IDs tabs?
Permissions inherited by a role can be removed by doing this.
What is removing the role?
To Display Check Withholdings, the user would go to this tab in Default Settings.
What is General?
This group's similar transactions for better reference and more organized accounting.
What is the Journal
These are the three Reprice Parts options when creating a Service Account Code.
What is, Always, Prompt, and Never?
These two fields appear when an employee is selected as a technician.
What are Exclude Unpaid Tech and Default Hourly Rate?
These four actions—Create, Read, Update, and Delete—make up this commonly used acronym.
What is CRUD?
To view a dealership's Tax ID, a user would go to this tab in Default Settings.
What is Taxes?
This is where a control type is changed after the initial creation in Schedule Maintenance.
What is the General Ledger?
When creating a Parts Account Code to use for the dealership employees, this pay type should be used.
What is Customer Pay?
This checkbox determines if an employee will show up in dropdowns or searches.
What is Include in Lists?
Default from None is generated by who or what?
What is VUE?
Under this tab, a user can see the Profit/Loss Account number.
What is Financial?
In Journal Posting Templates this box must be checked so that the account number will default when creating a Manual GL Posting.
What is the Posting Account?
A user has these two ways to post automatic entries.
What is Post Automatic Entries and Open/Close Periods?
These dropdowns appear if the employee is assigned Salesperson, Sales Manager, or F&I Manager.
What are Commission Schedules?
Custom from None is created by whom?
Whow is a user in the system?
Under this tab, a user can set the Default Posting Reference to, Blank, Deal #, Stock #.
What is Deal Posting tab?
The purpose of this report is to see vehicles that are in stock but do not have a scheduled cost and vehicles that have a scheduled cost but are not in stock.
What is the Stock/Schedule Comparison Report?
These two things need to be done to make an employee viewable in a dropdown menu.
What is "choose a position" and "mark Include in Lists?
An employee must have one of these to be granted permissions.
What is a Role?
If you see Custom from Salesperson, this means this role was created by doing this.
What is copying the Salesperson role?
Under this tab a user can add the AR Statement Disclaimer.
What is Accounts Receivable?
To print a check, this must be installed on the user's computer.
What is WebClientPrint?
Marking a bank inactive requires that this must be made inactive first.
What is the bank account?