1. COMING SOON: | The New Parts and Service Cashiering with Cash Receipts Integration. Click here to find out more! | The New F&I Billing Forms Printing. Click here to find out more! 2. ATTENTION OFFICE MANAGERS AND CONTROLLERS: | Accounts Payable Module Enhancement – Payment Register “Payment Type” Filter | Set up Reoccurring Payments and Electronic Auto/Mate Invoice Delivery 3. ATTENTION SERVICE AND OFFICE MANAGERS/CONTROLLERS: | Exclude Picked-Up/Cashiered Repair Orders from the End-of-Day process 4. 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 – 6 STATES ADDED!

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 is on the way to ALL dealers. Stay tuned!

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 that contains documents and tutorial videos. Check them out!

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 is on the way to ALL dealers. Stay tuned!

In the meantime, we have created a Learning Path on the AMU Portal Training Center that contains a review document. Check it out!

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

 

New Accounts Payable Payment Register Filter

We have added a Payment Type filter and the option to export to an Excel in the Accounts Payable Module Program 6: Payment Register. This filter will allow you to include/exclude Quick Pay, Payable, and Voided payments to the report.

The updated user guide is available on AMU Portal Reference Center. Search using the keywords: Payment Register

 

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

 

ATTENTION SERVICE AND OFFICE MANAGERS AND CONTROLLERS

Exclude Picked-up/Cashiered Repair Order from EOD Process

Due to the recent enhancement, the Service End-of-Day screen has a new look. In addition to the new look, you now have the ability to EXCLUDE Picked-up or Cashiered Repair Orders from the Service End-of-Day Process.

The updated user guide is available on AMU Portal Reference Center. Search using the keywords: Exclude ROs

 

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 AP.

 

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 27 States and we will be adding more states in the coming months.

Newly Added Reports:

• Maine Quarterly Extract

• Pennsylvania Quarterly Extract

• Missouri Quarterly Extract

• New Hampshire Quarterly Extract

• Ohio Quarterly Extract

• Georgia Quarterly Extract

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