Fraud Prevention

Good business practices are your best recourse for preventing fraud. This section lists recommended best practices for fraud prevention within IntelliDealer. Topics include:

• Configuration Settings

• End of Day Activities

• Processing Returns

Configuration Settings

There are some settings you can use to help prevent fraud.

On Configuration > Miscellaneous > System Settings, Division tab, Parts section you can set the Days Part Return Allowed parameter to specify when a part can still use a sale price if previously sold.

On the Configuration > Miscellaneous > System Settings, Location tab, Financial section you can enable the Prompt for Credit Reference on Credit Invoices parameter. If the box is checked and the total amount of an invoice is a credit amount, users are prompted to enter a credit reference number in all IntelliDealer invoicing applications. See also: Applying a Credit Reference Number on a Credit Invoice and Credit Number.

End of Day Activities

At day’s end, reconcile the till with the IntelliDealer accounts using either Billing Run (or Billing Run Preliminary) or the Real-time Billing System. You can also check the Daily Cash Balancing Data Miner query, which you can download from the Data Miner Repository

You should also clear the subledgers, see Clear Subledger Accounts.

For a full list of tasks that should be performed regularly, review Dealership Maintenance Tasks.

Processing Returns

To make it easier to track transactions, VitalEdge recommends processing returns on separate invoices. See Crediting a Previously Billed Parts Invoice.

Revision: 2026.06