Setting Up a Financial Statement

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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 > Financial Statement Maintenance

Within the Financial Statement Maintenance Screen:

1. Click the [Add] button below the grid.

2. Input the name of the Financial Statement.

3. Click the Manufacturer dropdown and select the manufacturer for the financial statement.

4. Click the Company dropdown and select the company related to the financial statement.

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