1. ATTENTION OFFICE MANAGERS AND CONTROLLERS: | New Private Time Clock Mode in the Time/Mate Module | It’s That Time Again! 2018 1099 & W-2 Forms Ordering Information is Now Available | Set Up Reoccurring Payments and Electronic Auto/Mate Invoice Delivery 2. ATTENTION **FORD PARTS DEPARTMENTS** | New Ford OEConnection MyPriceLink Integration for Collision Parts Pricing 3. ONGOING ROLLOUTS TO ALL DEALERS: | New Parts and Service Cashiering with Cash Receipts Integration is Underway. Click Here to Find Out More! | New Version of Accounts Payable Module and Purchase Orders Module 4. COMING SOON: | 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. RECENT ENHANCEMENTS: Accounting: New Bypass Direct Deposit & Issue Physical Checks During Payroll Processing | New Bypass Send Payroll to Accounting During Payroll Processing Accounting & Sales: New Heat Sheet Report in Report/Mate | New Set Favorite Reports in the Report/Mate Module | New Lease Maturity Report in Report/Mate

ACCOUNTING OFFICE

New Private Time Clock in the Time/Mate Module

Private Timeclock Mode can be used to provide a secure login screen for employees. It also provides an Administrator access to view the employee list in the Time/Mate Time Clock screen. When using the new Private Timeclock Mode, the employees can log in or out and when needed, an Administrator can also log an employee in or out of the Timeclock.

Additional information is available on the AMU Portal Message Center.

AMPS Version: 3.4.280 or Higher. Click here for the location of your current AMPS version.

 

It’s That Time Again! The 2018 1099 & W-2 Forms Ordering

The ordering information for 2018 1099 and W-2 Forms is now available. The information provides ordering quantities, pricing, and two ways (via email or phone) to place your orders

All ordering, pricing, and information is on the AMU Portal Message Center.

 

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

 
 

**ford parts departments**

OEConnection MyPriceLink Integration for Collision Parts

Ford has recently announced that OEConnection MyPriceLink will launch effective November 1st, 2018. Auto/Mate will support an integration in the Parts Inventory Module Program 1: Sales & Invoicing to allow you to easily import MyPriceLink historical Quotes to Auto/Mate and sell them to Repair Orders and Over the Counter (OTC) invoices.
Ford has also announced that effective November 1, 2018, the List prices for collision parts that are on MyPriceLink Interface will NOT be included in the monthly parts price update file.

Additional information including how Ford identifies collision parts on MyPriceLink, what you should do in Auto/Mate, and A/M integration sign-up information is available on the AMU Portal Message Center.

 
 

ONGOING ROLLOUTS TO ALL DEALERS

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 underway!

We will be migrating dealers in groups. If you want to get it sooner, email the Go Team or call us at 518-831-2200.

For a smooth migration for your dealership, we have created a Learning Path on the AMU Portal Training Center that contains documents and tutorial videos. Encourage your employees to review the training materials prior to activation.

To access the Learning Path, select TRAINING CENTER and 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 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.

 
 

COMING SOON

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.

 
 

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.

 

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.

 

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.

 

 

BACK TO TOP

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: