This article will go through:
- What is this Report for
- How to run this Report
- When to use this Report
- What to do with this Report
What is this Report for
This report will allow you to see is the total of the Deal Options in Blackpurl
Deal Options are options that have been added to the Customer Order > Unit Deal but the Customer Order is not yet closed out
How to run this Report
- From the Blackpurl Header > Reporting > Reports
- In our Blackpurl reports section > Reconciliation > Deal Option Clearing Account
- The report has been setup with the relevant filters / columns / totals that you need but what you need to get, is the total of Deal Option Clearing Account in Blackpurl
To do this - click on
and review the total
When to use this Report
This report should be done regularly - at the very least, at the end of the month so that you can balance out your Accounting Package Deal Option Clearing General Ledger to your Blackpurl
What to do with this Report
If the Dealership has Accounting Integration, this will now allow you to compare the Deal Option Clearing total in Blackpurl to the relevant Deal Option Clearing General Ledger in your Accounting Package
This article will assist you with further information on how to do the comparison - Balancing out Deal Option Clearing General Ledger to Blackpurl
More Information on Reporting
For more information regarding Reporting, please review the following articles:
- This will provide you with details on how to get totals / change columns and filters / how to print or export etc - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
- This will provide you with details on how to schedule reports ie you want the report to generate once a month at midnight and be emailed to another Blackpurl User - Reporting - Scheduled Reporting
- Just details on where the reports are in Blackpurl - Reporting - Where are the Reports?
- Did you know you can share custom reports? This article will assist - Reporting - Share Custom Reports