Find your monthly statement

Modified on Mon, Sep 28 at 11:37 AM

The statement is the month’s fees, set out so you can see what you were charged.

If you cannot see it

Statements have their own permission, separate from the other Accounting reports, so you can see those and still not see this one. Your dealership’s account administrator can contact DealerWorks Support to ask for it.

Find it

  1. Go to Accounting and open the Statements Report.
  2. Find your account.
    Statements are grouped by account, so a dealership with separate department accounts has a set for each.
  3. Pick the month you want.

There is a month filter at the top if you are looking for something further back.

When it arrives, and why that matters

A statement is created in the first few days of the following month — which is the same window most offices are closing the month in. If you are waiting on it to finish a schedule, check the Created date rather than assuming it is late.

Related: Check what was deposited · Match your deposits to the day's takings · Reports and deposits — start here

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