This response is for Multi location shops with Enterprise. (Single locations see last line below) Why are my inactive ledger accounts appearing in my Consolidated Income Statement? The same General Ledger accounts must be made inactive across all locations, and if any of the inactive accounts reflec...

Is there a report that I can create so I can print a list of the checks that have been printed from our Enterprise by location? Note: The following instructions are based on the assumption that check numbers are being typed in by the user when creating a check in the system: From the Enterprise loca...

Currently the appearance of the columns in the Technicians tab will automatically shift the Technician column according to the Tech with the most work assigned to them. For example; Columns appear with Technicians Tom, Dick and Harry Tom has 3 work orders assigned Dick has 1 Harry does not have anyt...

When I supply a third party vendor access to my database by providing then with a Connection Id and API key, what do they see? Setup | CRM | External Services | Click Add When you provide a third party vendor ( i.e. CRM) you are allowing them to have access to all of your invoice data. The data prov...

The Combine Consecutive Lines setting under Advanced Options when editing a Work Order document template permits printing on a single combined line all of consecutive labor lines that have the same description, rate, and other charges. Now, a shop can split a labor line of , for example, 3.0 hours i...

It is not a good idea to warranty a consignment part in Enterprise Pro because in many cases the Supplier of the consigned part will not issue a full refund to the shop on a failed part, but instead will provide the replaced part at a reduced rate. If this is the case, then be sure not update the co...

Enterprise Support will not provide support for 3rd Party software that integrates with Enterprise Pro. (i.e Clarity PayMate Payroll, AutoServe1, AutoVitals, AutoFlow, Open Edge, 360 Payments, etc...) You will need to contact the 3rd party vendor for support.(i.e. Installs, troubleshooting issues, h...

If you end up with a Credit in the Contact's AR account and you decide you want to pay them by check you can create a GL Adjustment/Journal Entry. Follow the steps below: [*] Create a Payable account for the Contact. [*] Go to General Ledger module on the Home Ribbon [*] Select New Transaction on th...

Have you ever been mid conversation with a customer regarding the reminder list you have prepared together for their vehicle but only you can access this list? What do you do? a) Turn your computer screen so they can see it too? b) Have them walk around the counter to see the list too? Now neither, ...

Overview: Enterprise Pro allows you to enter a stocked part into the system referencing an optional Inventory Attribute. Once created, the Inventory Attribute will show up in the "Other" tab on the Inventory Material Card. Examples for Inventory Attributes: * One Time Order * Do Not Use * No Return ...

We always encourage you to use the Taxes and Payroll Module for Tax Remittance. The following is a scenario where you may need to go outside of the module to pay your tax liability: Scenario #1: You received a rebate check that is supposed to reduce amount you will be required to pay on the next rem...

What permissions does a user assigned to the General Manager Role need to be able to enter or update the employee hours in the scheduler? Hello Derek, The Manager can be assigned to the General Manager Role but a User assigned the Administrator Role will need to do the following: • Go to the M1 butt...

For example, if you have a service package with multiple line items such as Labor 3.5 Hours $100.00/Hour $350.00 Hose Clamp 1 Unit $1.71 Unit $ 1.71 Antifreeze / Coolant 4 Quart $2.50 / Unit $ 10.00 Engine Water Pump 1 Unit $65.94/Unit $ 89.52 and you want Engine Water Pump at the top of the list in...

If you are interested in setting up Online Appointments to link to your URL( Shop's website) please send a email request to Enterprise@mitchell1.com with the following information: Shop Name: Contact Person: Contact's Phone Number: Best time to reach Contact: Note: Missing information listed above m...

After you execute the Vendor Payment Summary report and you have a list of Accounts that populated as results, you can highlight any one of those in the list and go to Drill Down drop down arrow on the ribbon to select Listing and the Vendor Payment listing for that contact's account dialogue will a...

The following prompts will display from Tech Assist to help Technician navigate through work orders and track time ( see below) Pick a job to start working on it ( with a list of jobs available to clock into ) The if Tech clicks on the Tech Assist after clocking onto the job the Tech Assist pop up d...

Follow these instructions: Go to Setup Select Tax Agencies from the left panel Double click Tax Agency name to open Select Tax Lines tab Select Action button drop down in the bottom left corner of window Click Add Select Type : Addition | Code | Name | Description Click Ok Now you can select this ta...

At this time the Favorites that you create in the program will appear in no particular order and

there is not an option to organize the list in order of preference.

If that changes in the near future you will see it announced after an update under "What's New"

in the help section.

Is it possible to change the printer settings to print on both sides of a sheet of paper ( double sided printing) when more than one page is printing? This is not an option at this time, however it has been added as a Feature Request by several shops and was confirmed to put on the "Design Docket" f...

Is there a way to view emails sent from Enterprise Pro?

Currently there is no way to be able to view "Sent" email history ( i.e. Estimates, Invoices sent to Contacts) aside from CRM related sent email history ( i.e. Service / Appointment Reminders, etc..)