Ideas for the ADAM DMS

Accounting report - would like to run an entire year's activity for specific accounts instead of individual months.

Would  enable your users to see an entire year of activity - time efficient instead of having to go back and pick each separate month.

  • Guest
  • Dec 13 2017
  • Already exists
  • Attach files
  • Stacy Elliott commented
    December 13, 2017 15:03

    I completely agree!

  • Paula Sanzi commented
    December 13, 2017 15:45

    100% AGREED!!!

  • Sheila Ratliff commented
    December 13, 2017 21:05

    Definitely

  • Admin
    John Cowan commented
    December 14, 2017 18:19

    Good morning kjow66@hotmail.com

    There are reports available that do what you are requesting.  Please let me know what dealership you are with so that I can put a case in and have a Support Tech contact you about the reporting.

    I also see that there have been many votes and comments on this so anyone else please feel free to contact support to request the reports

    Peggy Matthews

  • Guest commented
    December 14, 2017 18:37

    Thank you for initiating the Idea Button - I am Kari Jo Hill, with 66 Auto Sales -

    Our maintenance contract is 1367.

    I would appreciate the help to find these reports.

    Kari

    Kari Jo Hill, Secretary/Treasurer

    Hill Family Investments, Inc.

    (928)279-6080 cell/(928)753-6600 office

    1955 E. Andy Devine Avenue

    Kingman, Arizona 86401

    (928)753-1412 - fax

  • Admin
    John Cowan commented
    December 14, 2017 18:46

    Case number 312810 has been entered for a Support Tech to install and go over these reports with you.

    Peggy Matthews

  • Guest commented
    December 14, 2017 20:22

    Please add me to the support case, Caraway Ford in Nixon TX, I have
    tried using the date range but could never make it work.
    Marleen Gonzales

  • Linda Featherstone commented
    December 14, 2017 22:04

    Hello, please include me...

    Linda Featherstone

    Hawley Motor Sales Inc

    Sarasota, FL

  • Admin
    John Cowan commented
    December 15, 2017 14:45

    Hi - this idea has generated a lot of interest. Because this capability exists already we are going to put together a how-to and post it here so everyone has access to review anytime. We'll try to get something together quickly so it will always be available going forward. 

    Thank you for using the Idea Portal!

    John Cowan

  • Mollie Williams commented
    December 18, 2017 16:47

    Thank you!

    Mollie Williams

  • Sandra Hartmann commented
    January 11, 2018 15:39

    I would like to know where this exist.  menardauto.billing@gmail.com

  • Admin
    John Cowan commented
    January 17, 2018 16:48

    I have attached two videos one showing how to run reports from within Accounting and one showing how to run the reports from within Adam Reports that will accomplish what is being asked.

    Peggy Matthews

  • Alma Arce commented
    January 17, 2018 20:49

    I went to the Accounting module inquiry by relation.  pulls up all accounts per date range. Scroll to account you wish to view data.  lower right corner - Group Summary - a button called Reports.  Not working for us.  Can you check into it.  Thanks.

  • Sandra Hartmann commented
    January 24, 2018 23:00

    Okay, What everyone is wanting does not exist.  What is needed, and especially at the end of the year, is to be able to print a particular account number for a specific date range that shows all the individual entries.  I just talked to ADAM support to find something in reports and it doesn't exist.  For example, I need to know all the entries that were made in a tax account for the whole year, Jan 1 2017 to Dec 31 2017.  The only way to do this is to print each month individually.  This is not only a hassle, but also a waste of paper.  Some months may only have a couple entries.  There needs to be something in accounting reports to use a date range. 

  • Sandra Hartmann commented
    January 25, 2018 21:37

    Reports don't work.

  • Robin Wooten commented
    April 2, 2018 21:05

    Please include me!