Creating Automatic Entries by Journal

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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 > Automatic Entry Maintenance

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon to open the Create Auto Post window.

2. Click the Select Journal dropdown and select the applicable journal.

3. Click the [Create] button.

Within the Automatic Entry Maintenance Screen:

- The company number will auto-populate and is editable.

4. Input a G/L account number in the Account number field inside the posting grid.

∟ If the user does not know the account number, click in the Account field, input any number, press the [Tab] or [Enter] key, and then select an account in the Browse Accounts window.

5. If the account selected is controlled, input the control number in the Control field.

6. Input the Reference number.

7. Input a Description that relates to the posting.

8. Input the Number of times the entry can be posted.

∟ Automatic entries are normally posted once a period (month), and the Number will decrement by 1 each time the journal’s automatic entries are posted when the Number is set to 1-98.

∟ If the Number is set to 99, it signifies that the entry will not decrement when it is posted, and that the entry can be posted once a period for an infinite number of periods.

∟ When the Number reaches 0 and the journal is selected to post automatic entries, the entry will not be posted.

∟ The preferred process is to input 12, post the automatic entries once a month for a year, and then edit/modify the entries on an annual basis.

9. Input the Amount that will be expensed from the account.

10. Repeat steps 4-9 to add additional entries.

11. Continue filling out the grid until the Total is $0.00.

12. When complete, click the [Save] button in the Action Ribbon.

. The Total of all entries in the grid must equal $0.00 before saving.

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