After about four weeks in Blackpurl, it's time to work through your end-of-month tasks. The articles and resources below give you a starting point for closing out the month, handling taxes, and keeping your accounting books in good shape.
End of Month Tasks
Start with the recommended end-of-month task list for your accounting package:
Taxes in Blackpurl
Select the tax article that matches your location for guidance on reporting, setup, and changing tax on customer orders:
Canada - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available)
USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available)
New Zealand / Australia - Taxation (no longer available)
Reporting and Reconciliation
Review the reporting overview to make sure your month-end figures are reconciled:
Overview Blackpurl Reporting - Reconciliation section (no longer available)
Tips for Staying on Top of Your Books
Use the resources above as a starting point, then build on them each month. This is also a good time to speak with your accountant and ask what else the dealership can do on a monthly basis to make their work easier over the long run.
Don't leave it to the end of the year to get your accounting books in order. The more you do each month, the more you save in both time and money — including accountant's fees.