--- title: Quick-Check Toolbox description: "Stay Ahead with WickedFile’s Quick-Check Toolbox\nThe Quick-Check Toolbox is your one-stop dashboard for keeping track of the reports that matter most.\n It’s designed to help you review key shop data on a consistent schedule — so you always know what to check and when." --- [Skip to content](https://help.wickedfile.com/knowledge-base/-quick-check-toolbox#main-content) [![WF-LOGO-RGB\_ICON-WHITE-1](https://help.wickedfile.com/hs-fs/hubfs/WF-LOGO-RGB_ICON-WHITE-1.png?width=50&height=60&name=WF-LOGO-RGB_ICON-WHITE-1.png)](https://23975302.hs-sites.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [WickedFile Service Bay](https://help.wickedfile.com/knowledge-base?hsLang=en) 2. [Getting Started](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en) # Quick-Check Toolbox ## The Quick-Check Toolbox is your guide for keeping track of the reports that matter most. It’s designed to help you review key shop data on a consistent schedule — so you always know what to check and when. **Note - While the Quick-Check Toolbox is still active in WickedFile, it is recommended for all users to utilize the AP Hub as their one-stop workflow. [Please read more about using the AP Hub.](https://help.wickedfile.com/knowledge-base/what-is-the-ap-hub?hsLang=en)** The Quick-Check is meant to serve as your guide for "what to do and when?" in WickedFile ### **🔹 Daily Reports** Review these every day to stay on top of your shop’s financial accuracy and prevent lost profits. **PO Numbers for Review** Find part invoices that aren’t tied to an approved RO Number, inventory, or shop supplies. ➡️ *Helps you catch missing or mis-tagged invoices before they cause reporting gaps.* **ROs for Review** Review closed ROs that may be missing profit before it’s too late. ➡️ *A quick daily check keeps your numbers accurate and your profits secure.* 💡 **Tip:** Upload your invoices and statements every afternoon to keep these reports up to date. ![Screenshot 2025-11-12 at 1.52.24 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%201.52.24%20PM.png?width=670&height=411&name=Screenshot%202025-11-12%20at%201.52.24%20PM.png) --- ### **🔹 Weekly Reports** **Uncredited Cores** Shows cores that have been returned but not yet credited or linked with a Repair Order (RO). ➡️ *Checking this weekly ensures you don’t miss out on valuable credits.* *![Screenshot 2025-11-12 at 1.54.03 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%201.54.03%20PM.png?width=670&height=144&name=Screenshot%202025-11-12%20at%201.54.03%20PM.png)* --- ### **🔹 Monthly Reports** **Statements Missing Invoices or Credit Memos** Identifies vendor statements that are missing a corresponding invoice or credit memo. ➡️ *Reviewing this monthly helps maintain complete and accurate vendor records.* *![Screenshot 2025-11-12 at 1.54.54 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%201.54.54%20PM.png?width=670&height=226&name=Screenshot%202025-11-12%20at%201.54.54%20PM.png)* --- #### **⚙️ Why Use the Quick-Check Toolbox?** The Quick-Check Toolbox helps you: - **Stay Organized** – View all key reports in one place. - **Work Efficiently** – Follow clear review timelines for daily, weekly, and monthly tasks. - **Protect Profits** – Catch missing data and discrepancies before they impact your bottom line. With consistent use, you’ll always know **what to review, when to review it, and why it matters** — saving hours every week and keeping your business running smoothly. --- #### **💬 Need Help? Ask Bob!** If you’re unsure where to start or need help interpreting a report, **Bob** — your built-in AI assistant — is always ready to help. Click **Ask Bob!** right from your dashboard for quick guidance on anything WickedFile. - [Getting Started](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en#main-content) - [AP Hub](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en#ap-hub) - [Setup & Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#main-content) - [Shop Management System Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#shop-management-system-integrations) - [Document Uploading Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#document-uploading-integrations) - [Vendor Management](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#main-content) - [Configurations](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#configurations) - [Verified/Unverified](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#verified-unverified) - [Ignored Vendors](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#ignored-vendors) - [Statements](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#statements) - [Features & Capabilities](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#main-content) - [AP Hub](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#ap-hub) - [Statements](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#statements) - [Tasks](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#tasks) - [Search](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#search) - [Custom Reports](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#custom-reports) - [Folders](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#folders) - [Trackers](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#trackers) - [Risk Ratings](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#risk-ratings) - [Parts Matrix](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#parts-matrix) - [Account & Billing](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#main-content) - [Scans](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#scans) - [Payment Information](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#payment-information) - [Billing History](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#billing-history) - [FAQs](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#main-content) - [Scans](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#scans) - [QuickBooks](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#quickbooks) - [Custom Reports](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#custom-reports) - ["Inventory"](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#inventory) - [Best Practices](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#best-practices) - [Repair Orders](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#repair-orders) - [Account](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#account) - [Bank Account & Credit Card Integration (Plaid)](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#bank-account-credit-card-integration-plaid) - [AP Hub](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#ap-hub) - [Other](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#other) [![WF-LOGO-RGB\_MAIN](https://help.wickedfile.com/hs-fs/hubfs/WF-LOGO-RGB_MAIN.png?width=200&height=55&name=WF-LOGO-RGB_MAIN.png "WF-LOGO-RGB_MAIN")](http://wickedfile.com) [mailto:contact-support@wickedfile.com](mailto:contact-support@wickedfile.com) Copyright © 2025, WickedFile