Roll Back A Vehicle Sale From Accounting

 

 

If an error is found in a deal after it has been sent to accounting, this feature allows the deal be sent back to a pending status where corrections or adjustments can be made. Note that if this is done after the contracts and forms have been signed,  they will need to be reprinted and signed again by the buyer.  This can only be done if you have administrative privileges.

 

 

1.  To find the deal that needs changed, Click Finance, click Finance Deals.

 

 

 

 

 

 

2.   Click on Pending to uncheck, this will show you deals that have been sent to accounting. If you do not see the desired deal, change your from date. The date filter is automatically set

      to past 30 days

 

 

 

 

 

 

 

 

3.   Right click on desired customers name, click on Send Back To Pending. Only certain permission levels will have permission to do this.

 

 

 

 

 

 

4.   Click in Pending box to go back to deals that have not been sent to accounting.

 

 

 

 

 

 

 

5.   Click on customer name of deal sent back to Pending, click Open. This will open the deal.

 

 

 

 

 

 

6.   Depending on your permission level you can make changes to the deal at this time.

 

 

 

 

 

      After changes made,  Print Forms if indicated, then click on Wash, Send to Accounting and Save & Close