The Management Accounts Suite is an Excel-based application that uploads accounting information from Navigator and formats into a presentable Management Accounts pack.
A standard Management Accounts pack is used for this process, and it is recommended in the initial stages of implementation that this is used.
The standard pack provides the following pages for analysis:-
LOC Summary for the dealership
VS Summary for the Vehicle Sales Department
NR New Vehicles – Retail Sales Detail
NF New Vehicles – Fleet Sales Detail
NM New Vehicles – Motability Detail
NA New Vehicles – Agency /(Manufacturer Direct) Commission only Sales
UV Used Vehicles Detail
P Parts Department Detail
S Service Department Detail
I Indirect Expenses Detail
BS Balance Sheet
Please contact Helpdesk if you wish to receive Management Accounts - Click the below to learn more about setting up management accounts.