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• Documentation: Daily Procedures
  Answer: Following is a list of the procedures that we suggest you do on a daily basis.  These are done either at the end of the ...
• Documentation: Daily Sales Procedure
  Answer: Daily Sales Procedure – Dealership Run the Payments Report.From the top menu bar, select [Sales], [Parts], [Daily Menu], and then [Payments].  The Payments Report screen opens. ·      ...
• Documentation: GENERAL LEDGER
  Answer: GENERAL LEDGER General Ledger transactions are created from everywhere and have to be funnelled into the General Ledger Transaction file to be Posted before they reach ...
• Documentation: CUSTOMER- VENDOR UPDATE
  Answer: CUSTOMER UPDATE Use Customer Update to enter a new customer’s information into the system, or make changes to an existing customer.  A customer is any individual ...
• Documentation: CRM
  Answer: CRMCustomer Relationship Management. The purpose of the application is to allow Sales and Service people the ability to keep track of their To-Do Lists.  They can ...
• Documentation: BASIC OVERVIEW - Customer Update
  Answer: ContentsLogging InNavigating MenusTop Menu ItemsSide Menu ItemsHelp:FeaturesCommon ButtonsAdobe Features:CUSTOMER UPDATEContacts Logging In 1.      Double click on the Peartree Icon on your desktop, 2.     A pop up box will ...
• Documentation: ACCOUNTS RECEIVABLE ADMINISTRATION TABLES
  Answer:  Finance – Receivables – Administration – AR Code UpdateSet up different currencies that the business will have for Accounts Receivable Accounts Receivable Code:-        Manually enter the ...
• Documentation: ACCOUNTS PAYABLE ADMINISTRATION TABLES
  Answer: ContentsFinance – Payables – Administration – Payables CodesFinance – Payables – Administration – Bank CodesGeneral Ledger Account NumbersFinance – Payables – Administration – Funds Codes Finance ...
• Documentation: ACCOUNTS RECEIVABLE
  Answer: ContentsFinance – Receivables – Update – InvoiceFinance – Receivables – Update – PaymentsFinance – Receivables – Update – AR to APFinances – Receivables – Update ...
• Documentation: ACCOUNTS PAYABLE
  Answer: Contents Finance – Payables – Update – AP Invoice Quick Pay: Examples of Invoices Finance – Payables – Update – AP Cheque Finance – Payables – Update – AP to ...

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