Weekly Accounts Workflow in Navigator

Purpose
Weekly checks keep vehicle, WIP, and ledger balances under control, avoiding large corrections at month-end.

Tasks

1. Close Vehicle Deals

   • Process deals from the prior week.

   • Used vehicle deals are usually faster to close than new ones.

2. Review Work in Progress (WIP)

   • Ensure internal work is released promptly.

3. Allocate Internal Costs

   • Post manual allocations or set up automation.

4. Update Purchase Ledger

   • Bring the ledger up to date.

5. Review Vehicle Debtors

   • Check balances and address any overdue items.