1. ATTENTION OFFICE MANAGERS AND CONTROLLERS: | ATTENTION! 2019 Financial Statement Updates Now Available For Most Manufacturers. Click Here! | The Brand New 13th Month Posting GENERAL ROLLOUT IS UNDERWAY! No More Copying Companies! Click Here! | REQUIRED! NEW Year-End Close Retained Earning GL and Unique Source Setup. Click Here! | ATTENTION MARYLAND DEALERS! Caroline and Cecil Counties Payroll Withholding Tax Rate Changes. Click Here! | The 2018 Accounting, Accounts Payable, Payroll, and ACA Forms Printing Year-End Guidelines are now available | It’s That Time Again! 2018 1099 & W-2 Forms Ordering Information is Now Available | New Accounting Journal Source Templates. The General Rollout is Underway! Click Here! 2. ATTENTION ALL PARTS DEPARTMENTS: | ‘Tis the Season for Parts Physical Inventory | NEW! Unable To Delete Part From Master File When Billed Out to Open RO or Parts Invoice. Click Here! 3. ONGOING ROLLOUTS TO ALL DEALERS: | New Parts and Service Cashiering with Cash Receipts Integration is Underway. Click Here to Find Out More!

ACCOUNTING OFFICE

2019 Financial Statement Updates

The 2019 Financial Statement updates are now available on AMU Portal Message Center for the manufacturers listed below. To access these documents on the AMU Reference Center, search using the keywords: 2019 FS Updates.

• BMW, Chrysler/Fiat, Ford, GM, Honda, Hyundai, Kia, Maserati, Subaru

There are NO CHANGES to the following manufacturer 2019 Financial Statements:

• Acura, Auto/Mate Independent Financial Statement, Lexus, Mazda, Mitsubishi, Suzuki, Toyota

Note: If you do not see your manufacturer on either of these lists, we are still waiting for the manufacturer to make the 2019 Financial Statement available and will update you as soon as it is available.

 

The Brand New 13^th Month Posting General Rollout is Underway!

We are excited to announce that the long-awaited 13^th Month Posting Feature is here! Most dealers who currently produce a 13^th Month Financial Statement will no longer have to call Accounting Support Department to have companies copied over. With this new feature, the 13^th Month process has been greatly simplified.

Features and Benefits:

• The 13th month posting will be accessible from the module list on your AMPS menu.

• The 13th month menu is security protected. You may grant permission to key people.

• The new process is a 13th month menu from the same Accounting company.

• Modified 13th month Trial Balance Report, Detailed and Summary General Ledger Reports have been added.

• Modified 13th month Transaction Journal has been added.

• 13th month posting automatically creates open month transaction and converts P/L GLs to retained earnings.

• 13th month and open month postings kept “hand-in-hand” (Transaction Inquiry).

• Will include the ability to upload to NCM 20.

• Will include the ability to transmit to OEM.

• Finalize and archive 13th month reports to DOC/MATE when completed.

General Rollout:

The general rollout is currently underway! See the minimum AMPS Version below.

For additional information on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Search keywords: New 13th Month

Exclusions:

• Fiscal Dealers must continue to use the current process and call the Accounting Support Department. The new feature will be available in 2019.

• Also, dealers with multiple Retained Earning GLs must continue to use the current process and call the Accounting Support Department.

Requirements:

• In order to use this new feature, a dealer MUST close 12^th Month/Year in Auto/Mate.

• The Year-End Close Journal Source & Retained Earning GL Setup must be completed (see below for further instructions).

AMPS Version: 3.4.296 or Higher. Click here for the location of your current AMPS version.

 

Year-End Close: Journal Source & Retained Earning GL Setups

For the purpose of creating Year-End Transactions, dealers MUST complete the Retained Earning GL and a UNIQUE Year-End Journal Source setup prior to the Year-End Close. With this new process, if an employee has Journal Source security rights to view the source, they can choose the source, reference, and applicable date and display the year end transactions in Accounting Transaction Inquiry.

The setup user guide and additional information is now available on the AMU Portal Message Center.

 

Attention Maryland Dealers!

The State of Maryland has issued county payroll tax changes for the following counties. When processing payroll, we advise dealers to change the withholding tax percentage accordingly depending on where the employee(s) lives.

• Caroline County – 2.8% to 3.2%

• Cecil County – 2.8% to 3.0%

IMPORTANT!

Auto/Mate is providing this for your information. Please consult with your tax advisor and/or CPA to ensure that you are correctly following the applicable tax and withholding laws for your jurisdiction.

 

Year-End Guidelines

Read up on our suggested Year-End guidelines for Accounting, Account Payable, and Payroll. These guidelines provide the common practices for closing the year in the above-mentioned modules as well as forms, such as ACA Forms Printing Subscription, ordering information.

ALL are now available on the AMU Portal Message Center.

 

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.

 

Accounting Journal Source Templates

We have added a new feature in the Accounting Module to allow our dealers to create and edit Journal Source Templates to replace the current Sequence Files in the Accounting Program.

The New Journal Source Templates:

• Is security permission protected to create and edit templates

• Allows you to easily create, edit, and delete templates

• Allows you to save Control Numbers and Amounts

• Allows you to identify each line with DR/CR (eliminates the need to use “-” sign when entering amount)

• Displays the available templates including the converted Sequence files

• Has a printable Journal Templates Listings Report

• Allows a Batch Journal Entry

The general rollout to ALL dealers is underway. When dealers are scheduled for activation, they will be notified via a popup announcement one week prior.

In the meantime, we have created a Learning Path on the AMU Portal Training Center that contains a “How To…” document. We highly encourage you and your employees to review the training material prior to activation.

To access the Learning Path, select TRAINING CENTER and click on MY LEARNING PATHS. Select the learning path titled “New Feature Activation Training – New Accounting Journal Source Templates” and review the material.

 

PARTS DEPARTMENTS

‘Tis the Season for Parts Physical Inventory

Are you ready to perform your annual Parts Physical Inventory? We have documents and tutorial videos on how to process it in Auto/Mate all in one place.

ALL are now available on the AMU Portal Message Center.

 

Unable To Delete Part From Master File When Billed Out to Open RO or Parts Invoice

We have added two new fields to the Parts Master Maintenance screen. These fields will show if the part in question is billed out to any Work in Process Repair Orders or Parts Invoices that have not gone through End-of-Day Close. Attempts to manually delete a part that has parts in WIP or open invoices will be blocked with an error message.

Server Version: 2019.01.001 or Higher. Click here for the location of your current Sever version.

 
 
 
 

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.

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

 

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