Creating a Cash Payment Type

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VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Accounting > Maintenance > Payment Types

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

Within the Payment Types Screen:

2. Input the Description of the payment type.

3. Input the General Ledger Account Number.

∟ Click on the magnifying glass to search for a General Ledger Account Number.

4. Click the Parts dropdown and select either Yes or No.

5. Click the Service dropdown and select either Yes or No.

6. Click the Sales dropdown and select either Yes or No.

7. Click the Payment Types Class dropdown and select Cash.

8. Click the [Save] button in the Action Ribbon.