The Account Settings in Dealerlogic accounting determine which accounts the software uses for various behind the scenes transactions.
For example, when you bring a vehicle into stock Dealerlogic creates the accounting purchase for you in the background automatically. The accounts selected in the Account Settings Window ensure that Dealerlogic uses the correct General Ledger accounts for the transaction.
If you are using the default Dealerlogic Chart of Accounts you will not need to change any of the account settings however if you have altered the default Chart of Accounts you will need to check which accounts Dealerlogic has preset under the various tabs on the Account Settings Window and alter the default settings to the appropriate new account.
Open the Account Settings Window from the Logic Centre or Dealerlogic Menu. At the top of the Account Settings Window, click the appropriate Tab for the account you wish to change (Asset, Liability, etc…). Click the Combo next to the account you wish to change. This will display a list of the available accounts from your Chart of Accounts. Select the required account from the Account Selection. Click Save on the Account Settings Window. |