Dealer Account Summary Report
Purpose
To provide the client with a transactional history and balance of a Dealer Account.
Rules for selection of transactions to appear on summaries
- The transactions are not grouped
- Transaction value date is within the
Transaction Date Range specified on the report
Timing
Account Summaries may be run at any time for specific date range
Access
- Dealer| Access Dealer Accounts | Dealer Account Details |
Report
The report dialog presented is:
Report Specific Parameters
Field | Explanation |
Both Ledgers | Lending, Dealer and insurer The transactions and balances for both ledgers, shown separately |
Show Transactions Type Description | Shows the transaction Type Description, instead of the Description entered to the Account Transaction |
Hide Transaction Type Summary | At the end of the summary, a list of Transaction Types and the total amount associated with each Transaction Type is listed |
Show client Contact Details | Lists the clients phone contact details on the summary |
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