Creating a Journal Posting Template

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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 > Journal Maintenance

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the journal.

2. Select the journal by clicking on the corresponding line.

Within the Journal Maintenance Screen:

3. Click the [Add] button to add a line to the grid.

4. Input the Account Number.

-or-

Click in the Account field, input any number, press the [Tab] or [Enter] key to search the Browse Accounts grid, and select the corresponding account.

5. Input a Description to be used when posting.

∟ The user may insert a forward slash ( / ) that will automatically pull in the year, make, and model of the vehicle that is being used as the control number.

∟ The user may insert a comma ( , ) that will automatically pull in the VIN of the vehicle that is being used as the control number.

∟ The user may insert a period ( . ) that will automatically pull in the Account Description of the account that is being used.

6. Mark the Posting Account checkbox, if applicable.

7. Mark the Credit Account checkbox, if applicable.

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

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