Month-end is when you take stock of how the shop did — and what’s still owed to you. Wenmar Pro’s reports give you the numbers, so the task is pulling the right ones and checking them against each other.
You’ll Need
- A manager or admin (report access)
- The reporting month you want to review
Step 1: Start with Performance
Go to Reports. The Performance report is the big-picture view — car count, average repair order (ARO), and revenue for the period. Set your date range to the month and look at:
- How many cars came through
- Average invoice value
- Total revenue
This gives you the headline numbers for the month.
Step 2: Check the Sales Summary
Open Reports → Sales Summary. This breaks revenue down by payment method and (optionally) by advisor or technician. This is where you confirm:
- Total sales for the month
- What came in as cash vs. cheque vs. card vs. e-transfer
- Sales attributed to each advisor or technician
You can export this to a spreadsheet file if you need to send it to your accountant.
Step 3: Review Technician Productivity
Open Reports → Technician Productivity. This shows how much billable work each technician completed and their efficiency. Useful for:
- Spotting who’s productive and who needs support
- Checking that billed labor matches hours on the floor
- Planning for next month
Step 4: Check Outstanding Balances
Money still owed is money you need to chase. Two reports help here:
- A/R Aging (Reports → AR Aging) — every account with a balance, bucketed by how old it is (current, 30, 60, 90+ days). This is your collections list for the month.
- Open Work (Reports → Open Work) — work orders still in progress and what they’re worth.
Send statements to customers with balances from Reports → Statements — see the Statements workflow for bulk sending.
Step 5: Review Financials
If you do bookkeeping, the Financial and Accounting reports pull the numbers your accountant needs — revenue, taxes, and cost breakdowns. Open Reports → Accounting for the tax summary.
Step 6: Cross-Check
Before you call the month done, sanity-check the numbers:
- Sales Summary total should line up with what hit your bank (plus still-outstanding invoices)
- A/R Aging totals should match the balance you expect from your charge accounts
- Cash drawer sessions for the month should reconcile to cash deposits
If something’s off, dig into that area before moving on — a small fix now beats a big cleanup later.
Troubleshooting
The report totals don’t match my bank?
Check that all work orders were actually collected — unpaid work orders are still outstanding, not lost. Confirm A/R (charge account) sales are separate from collected cash/card sales.
I can’t find a report?
Every report is under Reports in the main navigation. If you only see a few, your role may limit access — a manager or admin can confirm.
How do I get these to my accountant?
Most reports have an Export option that downloads a spreadsheet or PDF. Use it to share the month’s numbers.
Related Topics
- Collecting Payments — Statements and A/R
- Managing Work Order Status — What’s open vs. complete
- End of Day Workflow — The daily version of this
Questions? Contact us at help@wenmarpro.com