Sales Report

Purpose

The Fleet Sales Processing Report allows you to view vehicles that have been sold by finance institution and post financing information to your accounting system.

Options

Post to Financials – Send the report data to a file that can then be imported into an accounting system. Before posting, a proof run can be performed by not selecting this option.

Starting/Ending Date – Find sold vehicles in this date range.

Sort By – The report can be sorted by unit number or by the sold date.

Data Selection

The sold vehicles are selected by the following rules:

• The sold date is in the starting and ending date range.
• The vehicle’s bank ID is selected in the list box.
• The vehicle’s product is selected in the list box.

Posting

When the report is being posted, the vehicles are selected by these rules:

• The sold date is less than or equal to the report’s ending date.
• The sales posting date is blank.
• The vehicle’s bank ID is selected in the list box.
• The vehicle’s product is selected in the list box.

Posting is supported in only the QuickBooks, MAS90/200, Peachtree accounting interfaces.