1. ATTENTION OFFICE MANAGERS AND CONTROLLERS: | New Bypass Direct Deposit & Issue Physical Checks During Payroll Processing | New Bypass Send Payroll to Accounting During Payroll Processing | Set Up Reoccurring Payments and Electronic Auto/Mate Invoice Delivery 2. ATTENTION SALES AND OFFICE MANAGERS/CONTROLLERS: | New Heat Sheet Report in Report/Mate 3. ATTENTION **SUBARU PARTS MANAGERS**: | Incorrect Parts Supersessions in the October Parts Price Update. Click Here For Details. 4. COMING SOON: | New Parts and Service Cashiering with Cash Receipts Integration. Click here to find out more! | New F&I Billing Forms Printing. Click Here to Find Out More! | Billing Deals in the Desk/Mate Module. Click Here to Find Out More! 5. ONGOING ROLLOUTS TO ALL DEALERS: | New Version of Accounts Payable Module and Purchase Orders Module | State-Specific Predefined Unemployment Insurance Extract Reports 6. RECENT ENHANCEMENTS: Accounting: Add Comments During Cash Receipts Reconciliation | New Franchise Code Accounting G/L Tables Report in Parts Module Accounting & Sales:  Set New Favorite Reports in the Report/Mate Module | New Lease Maturity Report in Report/Mate Parts: New Parts BIN Order Report in Parts Program 12 | New Description Fields added to Parts Calc Code & Group Code setup screens Service: AMPS Texting is Now Automated for Service Appointments

ACCOUNTING OFFICE

For those dealers that have the new version of the Payroll Module , we have added two new features: Bypass Direct Deposit and Bypass Send Payroll to Accounting.

 

Bypass Direct Deposit when Processing Payroll

This new feature will allow you to bypass the direct deposit setting and issue a physical check for all direct deposit employees for a payroll run. This setting can be selected while running a payroll using Program 1: Start a New Payroll in the Payroll module.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.275 or Higher. Click here for the location of your current AMPS version.

 

Bypass Send Payroll to Accounting When Processing Payroll

This new feature will allow you to bypass the Send Payroll to Accounting portion during the finalization of the payroll run. This new option setting is located in Payroll Program 23: Dealership. When this check box is checked, the setting will allow you to Bypass the Send to Accounting step when approving a payroll run before the run is finalized.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.275 or Higher. Click here for the location of your current AMPS version.

 

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

 

sales and office managers/controllers

Report/Mate – Heat Sheet Report

We have added a new report in the Report/Mate Module to show Sold and Closed Deals with outstanding balances and/or notes on items overdue.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.275 or Higher. Click here for the location of your current AMPS version.

 
 

**SUBARU parts departments**

Incorrect Parts Supersessions in the October Price Update

Subaru has notified us that the October 2018 Subaru Price Update includes incorrect supersession for four Subaru parts.  They are unable to remove the incorrect supersession and as a result, we recommend editing the supersession memo for all four parts by setting the Show Forward and Show Backward to N for NO. This will set the four parts to be standalone parts.

The parts are:

• 17522AB04A

• 17522AB04B

• 17523AB07A

• 17523AB07B

 
 

COMING SOON

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 will begin soon. 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.

 

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 will begin soon. 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.

 

Bill Deals and Print Forms in Desk/Mate

We have redesigned the Desk/Mate Module to provide the ability to bill and print deals inside the Desk/Mate Module. This enhancement also incorporates hot keys into several functions for our customers who prefer using the keyboard.

The general rollout to ALL dealers will begin soon. 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 Training – New F&I Forms and Billing Deals and Printing Forms in Desk/Mate” contains a document to learn the basic functions of the new F&I Forms Management and Printing feature in the F&I Billing Module.

 
 

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.

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

 

Add Comments During Cash Receipt Reconciliation

This new feature in the Cash Receipts Reconciliation process offers the ability to add a comment on a comment line that will follow the transaction into Accounting. This allows you to add information to the Cash, Check, or Credit Card increments when processing the reconciliation. The information will also appear on the Reconciliation Report and the corresponding Accounting transaction.

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

AMPS Version: 3.4.270 or Higher. Click here for the location of your current AMPS version.

 

Parts Accounting G/L Tables by Franchise Codes Report

We have added a report which displays all Franchise Codes and their Accounting G/L settings. Both the taxable and non-taxable settings will be displayed on one page for a Franchise Code.

Additional information is available on the AMU Portal Message Center.

Server Version: 2018.09.001 or Higher. Click here for the location of your current sever version.

 

Report/Mate – Favorite Reports Feature

We have added a new feature that allows users to favorite their most used reports. The home screen of Report/Mate allows you to see all of your favorite reports.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.270 or Higher. Click here for the location of your current AMPS version.

 

Report/Mate – Lease Maturity Report

We have added a new report in the Report/Mate Module to show closed lease deals that end in the next 6 months.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.270 or Higher. Click here for the location of your current AMPS version.

 

Parts Orders – BIN Order Report

We have added a new report to Parts Program 12: Enter/Edit/Display Orders/Returns. When in an order you can now generate a Bin Order Report. This report will show the parts on the order in Bin 1 order. For parts returns, if a quantity being returned is greater than the on-hand quantity, the quantity will be flagged with an asterisk (*).

Additional information is available on the AMU Portal Message Center.

Server Version: 2018.08.001 or Higher. Click here for the location of your current server version.

 

Parts Calculation Codes and Group Codes Screens Description Field

We have added a Description field to the Parts Calculation Code and Group Code setup screens in Parts Program 7, Option 4. The custom descriptions added will display on the calculation and Group Codes listing reports.

Additional information is available on the AMU Portal Message Center.

Server Version: 2018.09.001 or Higher. Click here for the location of your current server version.

 

AMPS Texting is Now Automated for Service Appointment Reminders

For those dealers who are using AMPS Texting, we have added Automated Texting. Once it is set up, the process will send text messages to those customers enabled to receive text messages. These automated texts currently pertain to appointments either created, updated, deleted, or already scheduled. It can be used to automatically remind customers of upcoming or missed service appointments.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.265 or Higher. Click here for the location of your current AMPS version.

 

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The following sample screenshot shows where your current AMPS version will be displayed:

 
 
 
 

BACK TO TOP

The following sample screenshot shows where your current server version will be displayed: