What Is the Customer Deposits Account Report
The Customer Deposits Account report shows the total of all customer deposits held in Blackpurl and lists the customers who have paid them. Use this report to verify that your Blackpurl deposit totals match the corresponding General Ledger account in your accounting package.
How to Run the Report
1. From the Blackpurl header, navigate to Reporting > Reports > Reconciliation > Customer Deposits Account.
2. The report opens with the relevant filters, columns, and totals already configured.
3. Click Totals and review the Deposits total.
When to Use This Report
Run this report regularly — at minimum at the end of each month. This allows you to balance the Customer Deposit General Ledger in your accounting package against the Customer Deposit totals in Blackpurl.
What to Do With This Report
If your dealership has accounting integration enabled, use the Deposits total from this report to compare against the relevant Customer Deposit General Ledger account in your accounting package.
For step-by-step guidance on performing that comparison, see Reconcile Customer Deposits Between Blackpurl and Your Accounting Package.
More Information on Reporting
The following articles cover general reporting features in Blackpurl:
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports (no longer available) — how to get totals, change columns and filters, print or export, and save custom reports.
Scheduled Reporting — how to schedule a report to generate automatically (for example, once a month at midnight) and have it emailed to a Blackpurl user.
Reporting - Where are the Reports? (no longer available) — a guide to finding reports within Blackpurl.
Share a Custom Report in Blackpurl — how to share custom reports with other users.