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BMW Reporting

BMW Reporting

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BMW Reporting

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Export Nominal details

This is a breakdown of your monthly figures to send to BMW each month

Select Accounts / Nominal / Export

Enter tour Dealer Code with BMW

Enter the Month number you wish to process for (Note this is the Month Number in your financial year, not the calendar year)

Select Ok

Then confirm the file name and location and select Save

You can check in Excel. When confirmed OK send to BMW

Export Servicing Data

This is a breakdown of all the BMW (Or other Make) Services that has been performed for a period (Normally a Month)

Select Settings / System (top Tabs) / Customer (bottom Tabs)

Select Export, then select Export Format of 'Customer Servicing (CSI)'

Select the Date range and the Service Advisor ID (as provided by BMW)

Then confirm the file name and location and select Save

You can check in Excel. When confirmed OK send to BMW