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How to View Scan History Time in Intellidealer

This article describes how to view the Scan History time in Intellidealer, which is what is the time used for payroll purposes. This screen can also be used as a useful tool to look up who was scanned on what work order at any given time.

1. In Intellidealer, go to Product Support -> Service -> Supervisor:

2. Click on the Scan History tab:

3. On this screen, you will see a bunch of various filters at the top of the page that can be used to search for the appropriate person and date range that you are looking for:

4. As an example, let’s put in a date range for a specific day, and then click the Go button to see the results:

5. For results that are more useful, check the Subtotal and Summarize box, which will subtotal each person by day, and also display a total at the bottom:

Common Use-Case Example: Let’s say we want to see the results for one person, Larry Green, over the course of a week’s time to verify his hours for the week for payroll purposes:

1. To view this, start by clicking the magnifying glass on the Select Technician filter and click on Larry Green’s name, which will enter his tech # (504) into the search box (you could also just type the technician # into the box if you know it):

2. We will then switch the date range to the week we want to look at, and then click go to see the results:

So in this example, we can see that Larry worked a total of 48.60 hours for the week, with day by day subtotals to verify for accuracy.

Common Use-Case Example: Let’s say we want to see how many hours were spent on a work order along with details of who worked when:

Use the filters at the top and put in the work order number in question:

Notice that I also checked off the Subtotal and Summarize boxes so that the subtotal and total hours would be displayed. Also, I put in a Date Range from 3/31/2021 (a year ago from today) and left the To date blank. This displays a year-long range from 3/31/21 to now (3/31/22) and ensures that I will see all the time scans on this work order without any being cut off due to the date (assuming no labor was done on this work order prior to 3/31/21, which is not likely).

Looking at the results there, I can see that 3 people have worked on this job for a total of 24.03 hours, all on the same day 3/21/22.

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Printing Intellidealer Financial Reports

In order to print the financials, do the following in Intellidealer:

1. Go to Financial Management -> General Ledger -> Financial Reporting on the Intellidealer menu:

2. Click on the Summarized Financials link from the page menu.

3. Enter in the desired date you want to see the financials for, and then click continue to send them to the printer you have selected (click the magnifying glass to see the printer list of options if you aren’t sure or wish to change the printer set by default):

4. If you would rather get a PDF of the reports and not a physical printout, select the PDF option and then click the Continue button:

5. To view the PDFs, go to the printer icon at the top right corner of the screen and select the PDF Viewer:

6. A popup will appear showing the PDFs available. There are 8 different PDFs that get generated with the Summarized Financials – 6 Summarized Financials, an Error Listing Summary For Financial Reports, and a Journal Listing. The 6 Summarized Financials are the only ones that are significant. You can click on each report link to view each of the 6 pages from here: