Autosoft - Procedures, Guides and FAQs
Here is where you can find Autosoft user guides and procedures for all Frequently asked questions.
System Setup, Security and Configuration
- Price Update - Autosoft Import
- Outlook 16 & Office 365 not compatible with Autosoft
- Barcode Scanner supported by Autosoft.
- How to Set up Repco Integration
- How to complete a price update for Toyota
- How to Change Stock's Price Group Individually Without Applying the Changes Made to All
Workshop Bookings, Quotes & Invoicing
- How to enter in a Workshop Invoice using Repco Smart Quote
- How to enter in a parts invoice using Repco integration (DRAFT)
- How to enter a Vehicle RO using Repco Navigator Pro
- How to Delete a Job Card in Autosoft
- Service Vans Module - How to setup, allocate Stock and Book/Inv Van work.
- How to Solve Issues on SMS Option Not Appearing When Finalizing an Invoice
Creditor Ordering, Invoicing and Payments
- How to Look for Non Creditor Payments
- Capricorn Creditor Payment Using Bonus Points
- How to Enter a Creditor Invoice When GST isn't 10%
- Company Expenses and Consumables Invoicing Options Overview
- Creditor Invoices Don't Allow Multiple Items to be Added to An RO
- How do I receive a Credit or Rebate Payment without an Invoice
General Ledger and Banking
- ★ How to Open and Close Posting Months in the Calendar
- How to change the post date of a bank reconciliation
- How to Create a Budget for a specific General Ledger
- How To set up new Labour Category and the edit Workshop Sales Types
- How to fix an incorrectly processed undeposited funds
- How to setup Tender type payment methods - e.g Credit Card, EFTPOS, Amex, Diners
Debtor Customer Accounts
- How To Email an invoice to a customer
- How to Process a Debtor Receipt
- How to Fix a Debtor Reciept where the Amount was put in the Settlement Discount
- How to Write Off Bad Debts
- Capricorn Suppliers - How to Reconcile and Pay off your Capricorn Member Customer Accounts
- How to Send Debtor Customer Account Statements by Email, Fax or Print
Parts and Stock
- ★ Parts and Stock Features Overview
- How to process a Delivery Docket in Autosoft
- What to Do If Selected Stock Does Not Transfer From Order to Invoice
- How to Invoice Parts Imported with GST
- How to send a stock order in Autosoft using Repco integration.
- Exception Pricing
Reports and Queries
- EOFY AUS KEY/ AUTOSOFT PROCESS
- Understanding How the BAS Statement Works
- How to get a list customers who have been sold to in a period of time and their contact details.
- How to Report on Capricorn Owing Balances
- How to Create and Report on Customer Account Groups OR Territories
- How to get Detailed Reports on Product Lists inc Sales of Parts by Group
Communications and Service Reminders
- The multi-part identifier "Transh.Type" could not be bound while adding an invoice to a stock order or creditor invoice
- How to create a new mail merge document in Autosoft
- How to Import Autosoft Debtor and Creditor Contact Details to Oulook
- How to send out a Rego Due reminder
- How to change Communications Centre option to SMS owners of a Vehicle Make
- How to Send Bulk Emails, SMS or Fax Letters via the Communication Centre
Dealerships
- Vehicle Floorplan and Cost Credits after a Vehicle has been Sold
- How to Reverse or Credit a Vehicle Aquisition
- How to Credit or Reverse a Vehicle Sale
- Floorplans - Adding, Reporting and Paying Floor plan details
- How to Order & Invoice Internal Or External Purchases Like Detailing or Rego on a Vehicle for Sale
- How to Purchase Registration, CTP Green Slips or other Expenses to be sold with the Vehicle
Payroll
- Single Touch Payroll
- SuperStream - Update 5.98.16.0601 - Released June 1st, 2016
- Superstream
- How to Process Leave Without Pay
- How to Add Long Service Leave , RDO, and other Entitlement Opening Balances
- How to Enter your Employee Superannuation Payments
Vehicles
- How to Delete Customer Vehicle From Autosoft
- How to Add Speedo For a Vehicle If You Had Not Entered It In When Processing an Invoice Repair Order
- How to Delete a Vehicle with No History or Entered in Error
- How to Search Vehicles History, Notes and Due Dates
- How Do I Transfer a Vehicle Rego to a Different Customer
- How to add/change Vehicle Info, Due Dates or Follow Up Notes for a Vehicle
General Guides and Other Help Information
- Is my computer the server or the client?
- Changing your control accounts
- Exporting Autosoft To Workshop Software
- DYMO Printer setup
- Cannot Find QE Property
- Cash Invoices and Changing Payment Type