FAQ - Frequently Asked Questions

Do you know …….

That when using the Technician View you can also open the Flyout for the Vehicle and Customer?
     Just simply click on the appropriate Flyout and it opens up.

Customer Flyout - your Tech can access all Invoices for that Customer.

Vehicle Flyout – your Tech can access Vehicle set up ( along with editing ), Details, Invoices for that vehicle, Reminders, Specifications, Fitment Guide, and Carfax History. 

How to search for parts, inventory, and labor times for multiple services using the Catalog look up?
     Here is a tour on how to set it up and use it. Catalog Look Up

What Remedy is in Deferred Work and how to see it? 
    Here is a quick tour of it. Remedy Deferred Work

How to fix a mileage error in Carfax?
   If it is the current day then you can Edit the Invoice and correct it. 
   If it is longer than that you will need to contact Carfax. 
   Here is the email for Carfax  DataServicesMyCarfaxServiceShop@carfax.com 
   Please make sure to email all relevant information. 

How to move Service Packages and individual lines in a Work Order?
  Here is quick tour.  Work Order Collapse and Move 

What String Searching is? 
  Here is a quick tour of some examples. String Search

How to make variations of an Invoice, Authorization, or Technician Work Order?
   This tour shows you how. Print Document Variations

Accounting

• How do I process vacation pay?
• How do I deal with employee benefits?

  Deducting employee benefits and remitting them is accomplished the same way other deductions are processed in the software. Examples would be 401K, RRSP, insurance, child support, etc.

   

  • Create a Payroll Agency for each agency that you will remit benefits from.
    • Make sure to add the deductions under the liabilities tab when creating the agency.
  • When processing the payroll entry, record the deductions for both employee and employer as required.
  • When payment of the benefits are do, process a remittance to make the payment.
• How do I process a supplier credit paid by check?
  • If you are receiving the credit for parts returned to the supplier, follow the instructions in the returns and credit slips topic.
  • If you are receiving the credit for warranty received by the supplier, follow the instruction in the warranty topic.
  • If you are receiving the credit for an expense or rebate you have three choices:
  • Post the credit as a negative cash paid out and then change the method of payment from cash to check once posted in the Cash Drawer. 
    
  • Post the credit as a negative Bill then select cash as the payment then you can change the method of payment from cash to check once posted in the Cash Drawer.
  • Post the credit directly into the general ledger via a manual transaction manual transaction entry. You would enter the amount of the check into your cash drawer account and offset it against the accounts effected by the transaction.
    
• I created a payable account but it doesn't show up as a supplierI created a payable account but it doesn't show up as a supplier.

  Payable accounts and suppliers operated independently of each other. You can have a supplier without a payable account and you can have a payable account without a supplier. Typically, a payable account is associated with one or more suppliers (contacts). If you created a payable account and you would like to associate it with a supplier, follow the instructions in the accounts payable topic.

• How do I setup an automatic tax exemption?
• Where can I purchase checks that work with the software?Where can I purchase checks that work with the software?

  We recommend Safeguard:

   

  • Canada
  • USA
• How do I prepare statements for all my customers?
• Can I void a check?Can I void a check?

  • If you created the check by making a payment from a payable account then you can delete the payable transaction.

  • In any other instance you will need to enter a manual general ledger transaction to reverse the check.

• How do I delete a credit or payment on an account (NSF)?How do I delete a credit or payment on an account (NSF)?

  • If you wish to remove a credit adjustment or payment made to an account, you can do so by using the delete receivable transaction function. A very common application for this is to reverse an NSF transaction.

  • You can't delete a credit invoice. You would need to either adjust the transaction or enter a manual general ledger transaction.

Contacts, Vehicles and Service Items

• How do I search for a vehicle by VIN?
• How to enter and share contacts in an enterprise?

Work Orders and Invoicing

• How do I customize my work in progress screen?
• What is CARFAX and how do I use it?
• How do I reassign a work order or estimate to a different contact and / or vehicle service item?

Reports

• How do I create and save my own reports?
• How do I enable a report location?
• How do I filter multiple service package descriptions on reports?

General

• The home ribbon disappeared. How do I get it back?The home ribbon disappeared. How do I get it back?Double click on the Home Tab this will unhide the ribbon.
• How do I access the spell check?How do I access the spell check?

  Any time you are on a field with editable text you can press the F7 key to open the spell check feature.

• Why is my connection slow?
• How do I setup Gmail in Protractor?