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Repair Order Profit Monitor

Q. Where do I go to set up my profit margins for the green and red dot?

Answer:

Profit Monitor is set by going to Setups, Repair Orders and Parts Invoices, select Misc. Defaults on the bottom left. Enter and save your settings under Profit Percentage Totals for Labor and Repair Order. You'll also select whether or not to include Cores, Sublets, Supply Charges and/or User Charges in that monitor. The target profit for parts is taken from the Price Matrix. Whatever matrix is assigned to the part is what will be used to determine whether it is achieving the profit goal or not.

Retained Earnings

Q. I am just completing my setups and I ran a Balance Sheet and it shows Retained Earnings account going back to 1991. Why?

Answer:

This occurs anytime there is a entry made with a date for 1991 (or any year.) The system assumes that since this entry exists then you must have retained earnings. Go to reports, transaction report and run the report for a date range which includes 1991, this will show you the entry(s) that have caused this. Change the date on this transaction to the correct date (current year or prior year) and these retained earnings accounts will disappear.

Spell Check

Q. How do I activate MaxxTraxx spell check?

Answer:

Go into Setups, This Workstation, Spell Check, click check box to “Turn Spell Checking On For This Workstation”