Audits on Deals / Invoices / Repair Orders

Permissions must be assigned top access Audits on Deals / Invoices / Repair Orders.

Assigning Audit Permissions

1. Navigate to the System Setup Tab and select Employees

2. Access the User Information Tab

3. Choose the System Option 

4. Check the box for Access to Audits

5. Save

Pulling an Audit

1. Access the Deal / Invoice / Repair Order

2. Click the Audit Button on the Toolbar

• View of Deal Audit

• View of Invoice Audit

• View of Repair Order Audit

Related Articles:

Create a New Quote / Deal

Create / Close a Parts Invoice

Create / Close a Repair Order