1. COMING SOON: | The New Parts and Service Cashiering with Cash Receipts Integration rollout is here | The New F&I Billing Forms Printing rollout is here 2. ATTENTION OFFICE MANAGERS AND CONTROLLERS: | Set up Reoccurring Payments and Electronic Auto/Mate Invoice Delivery 3. ONGOING ROLLOUTS TO ALL DEALERS: | The New Version of Accounts Payable Module | The New Version of Purchase Orders Module | The State-Specific Predefined Unemployment Insurance Extract Reports 4. RECENT ANNOUNCEMENTS: | New Employee Information Report in the Payroll module | New Direct Deposit Report in the Payroll Module | Edit Customer Information Enhancement from Open RO List in Programs 3 and 5 | You Can Now Manage Parts Invoice Logos | Service RO Sublet Markup Options Settings

ACCOUNTING OFFICE, CASHIERS, SERVICE AND PARTS DEPARTMENTS

New Parts & Service Cashiering with Cash Receipt Integration

We now have a New Parts Cashiering program and Revised Service Cashiering program. Both programs will be integrated with the Cash Receipts Module to create Parts and Service Cash Receipts automatically when Repair Orders and Invoices are Cashed Out.

Key Features:

• New Parts Cashiering
  • You can now print your Parts and SOR Invoices without worrying about methods of payment
  • Manually excluding Parts Invoices from the End-of-Day process has been eliminated
  • You’ll now be able to cash out Parts Invoices and Special-Order Request invoices
  • You now have the option to split the customer total amount into multiple payment methods
  • Parts invoices can now be used for parts delivery and cash out with the correct method of payment when payment is acquired
  • You now have the option to use a non-cash payment method, such as a Gift Cards
  • Accounting Cash Receipts transactions will automatically be created when Parts and SOR Invoices are cashed out for reconciliation and deposit slips

• Redesigned Service Cashiering
  • You now have the option to split the customer pay total amount into multiple payment methods
  • Set your preferred method of payments for easy invoicing and cashiering
  • You now have the option to use a non-cash payment method, such as a Gift Cards
  • Cash out your Service customers from Program 3
  • Accounting Cash Receipts transactions will automatically be created when Repair Orders are cashed out for reconciliation and deposit slips

 

The general rollout to ALL dealers is scheduled to begin in August 2018 and we will be migrating few dealers at a time.

If you would like to get it as soon as the rollout begins, email the Go Team or call us at 518-831-2200.

In the meantime, we have created a Learning Path on the AMU Portal Training Center.

Once you access the TRAINING CENTER, click on MY LEARNING PATHS. The learning path titled “New Feature Activation Training – New Parts & Service Cashiering and Cash Receipts Reconciliation” contains documents and tutorial videos to help your Service, Parts, Cashiers, and Office employees learn the basic functions of the new Cashiering features and know what to expect during migration.

 
 

ACCOUNTING OFFICE and SALES/F&I DEPARTMENTS

New F&I Billing Forms Printing Enhancement

We have redesigned the F&I Forms Management and Forms Printing Programs in the F&I Billing Module.

Here are some key features in this enhancement:

• Forms Management, F&I Billing Module Program 7, Option 3
  • Smart Search function allows you to find the form you need quickly without scanning the list
  • Ability to reorder the form list display for when you click on #13 Print Forms
  • The ability to mark a Form Inactive and also easily reactivate
  • Edit button easily allows renaming a form
  • For laser forms, there is a simple way to select a custom printer, tray, and # of copies
  • Impact printer adjustments can be specified per printer. Previously, a form alignment change would affect how the form prints on all the Impact printers at the dealership.
• F&I Forms Printing, F&I Billing Module, Program 13
• • Program 13 full-screen display: Left side has form choices/Right side lists what you have selected for this deal
  • Smart Search function to quickly find the form you need without having to scan the list
  • Forms Printing Packages are separated from form list and easy to find
  • Easily double-click a package name or form name to move it to the printing queue and remove easily.
  • A form that has been selected for printing will be highlighted in bold
  • Change the order of the forms printing easily on the fly
  • The Type of form is clearly displayed; Legacy Laser, Legacy Impact, PDFs (new laser forms designation)
  • You can now easily Skip the form you selected in error and continue printing seamlessly
  • Printing log now shows who and when a form was printed last for a given Deal

The general rollout to ALL dealers is scheduled to begin in August 2018 and we will be migrating few dealers at a time.

In the meantime, we have created a Learning Path on the AMU Portal Training Center.

Once you access the TRAINING CENTER, click on MY LEARNING PATHS. The learning path titled “New Feature Activation Training – New F&I Forms Management and Printing Enhancement” contains a document to learn the basic functions of the new F&I Forms Management and Printing feature in the F&I Billing Module.

 
 

ATTENTION OFFICE MANAGERS AND CONTROLLERS

Reoccurring Payments and Electronic Auto/Mate Invoice Delivery

Sign up today for electronic invoice delivery and never wait for an invoice in the mail ever again!

We also offer repetitive payment options so you never have to worry about your payments getting lost in the mail or being late.

Please contact our billing department to get signed up today at billing@automate.com

 
 

ONGOING ROLLOUTS TO ALL DEALERS

New Version of Accounts Payable (APAY) Module

The rollout to convert dealers that are using the older version of the APAY Module to the newer version is currently underway.

Old Version 

 New Version

 

The new Accounts Payable Module is designed to simplify the various functions of paying payable invoices.

Here are some of the new features:

• No more Voucher Numbers

• Reduced number of screens used to create, post, and pay invoices

• The APAY checks printer(s) can now be defaulted for all employees

• Set up multiple payable G/L accounts and select on the fly if needed

• Ability to view the copy of the check for paid invoices

• And more!

The rollout process is designed to migrate few dealers at a time.

If you would like to get it sooner, contact Go Team or Accounting Support.

In the meantime, we have created a Learning Path on the AMU Portal Training Center.

Once you access the Training Center, click on MY LEARNING PATHS. The learning path titled “New Feature/Product Activation Training – New Accounts Payable & Purchase Orders Modules” contains documents and tutorial videos to help you learn the basic functions of the new APAY Module and know what to expect during migration.

The complete collection of documents and videos are also available on AMU Portal Reference Center. Search using the keywords: New APAY.

 

New Version of Purchase Orders (PO) Module

The newer version of the Purchase Orders (PO) Module rollout is underway along with the new Accounts Payable Module.

The new version of the PO module provides:

• Enhanced security

• All in one screen feature

• Real-time integration between RO Sublet and PO

• Better reporting tool

• Create payable invoices from the PO

• And more!

In the meantime, we have created a Learning Path on the AMU Portal Training Center.

Once you access the Training Center, click on MY LEARNING PATHS. The learning path titled “New Feature/Product Activation Training – New Accounts Payable & Purchase Orders Modules” contains documents and tutorial videos to help you learn the basic functions of the new PO Module.

The complete collection of documents is also available on AMU Portal Reference Center. Search using the keywords: New PO.

 

Unemployment Insurance Extract Reports

For those dealers that have the new version of the Payroll Module :

We now have State Specific Pre-Defined Unemployment Insurance Extract Reports available. We currently have reports for 21 States and we will be adding more states in the coming months.

For the list of available States, “How To…” user guides, and State-specific special instructions, check out the AMU Portal Message Center.

 

Employee Info Report (AMPS Version 3.4.210 and Higher)

This new report is available in the New Payroll in Program 7, Option 10. The report is a canned report and will display Employee Master File information including Employee, Setup, Taxing, Earning, etc. Direct deposit or check history will not be included in the report.

The “How To…” user guide is now available on the AMU Portal Message Center.

 

Direct Deposit Report

For those dealers that have the new version of the Payroll Module :

There is a new feature in Payroll that will produce a Direct Deposit Report for those who do not use the current NACHA File. If the setting in Program 24: Bank Account/Direct Deposit has been check-marked to Generate Direct Deposit Report, the report will print during the finalization of Payroll in Program 1: Start a New Payroll.

The “How To…” user guide is now available on the AMU Portal Message Center.

 

Edit Customer Information from Open Repair Order (RO) List in Programs 3 and 5

Auto/Mate has added an enhancement in Service Program 3: Add a Line/Invoice a Repair Order and Program 5: Display Open RO List/Reprint an RO to give employees the ability to edit customer information right on the open RO list display. This feature will allow dealers to edit customer information while the Repair Order is written instead of searching and editing the customer information in Service Program 7: Vehicle Master File. This feature will still follow security protocol and only allow employees with edit capabilities to change customer information.

The “How To…” user guide is now available on the AMU Portal Message Center.

 

You Can Now Manage Parts Invoice Logos

Logos can be uploaded to appear on invoice copies. A default can be set up and will be on every copy flagged to use a logo. A manufacturer specific logo can also be set up.

The “How To…” user guide is now available on the AMU Portal Message Center.

 

Service Repair Order “Sublet Markup Options” Settings (AMPS Version 3.4.210 and Higher)

This new feature will allow you to enable Warranty sublets markup and also assign a Flat Rate or Percentage Sublet Markup options for Customer Pay, Warranty, Internal, and Service Contract pay type sublets.