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 theGo Teamor call us at518-831-2200.
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.
SALES MANAGERS, OFFICE MANAGERS, AND CONTROLLERS
New F&I Billing Forms Menu & Printing Forms and Billing Deals in Desk/Mate
We have redesigned the F&I Forms Menu in Program 7, Option 3 and Printing Forms in Program 13 in the F&I Billing Module. We have also added new features to Printing Forms and Billing Deals in the Desk/Mate Module.
Key Features
Forms Management Menu, F&I Billing Module Program 7, Option 3
Smart Search function allows you to find the form you need quickly without scanning the list
The ability to reorder the Form list display to easily locate Forms in Program 13: Print Forms
The ability to mark a Form Inactive and also easily reactivate
The 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 Impact printers at the dealership.
F&I Billing Program 13: Print Forms AND Printing Forms in Desk/Mate
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 Forms designation for eDeal Digital Signature*)
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
*eDeal Digital Signature is an add-on product. Please contact your Customer Success Manager for details.
Billing Deals in Desk/Mate
The billing deals process in the F&I Billing Module Program 3: Billing Deals have been added to the Desk/Mate Module.
Dealers who are using the Desk/Mate Module will no longer need to access the F&I Billing Module to Print Forms and Bill Deals.
The general rollout to all dealers is underway!
We will update dealers in groups and will be notified via
the AMU “Heads Up” announcement. In
the meantime, we have created a Learning Path on the AMU Portal Training Center that contains review documents. Check it out!
On the
AMU screen, click on TRAINING CENTER option and then select MY LEARNING PATHS. The learning path
titled “New Feature Activation Training – New F&I Forms Menu & Billing Deals/Printing Forms in Desk/Mate” contains short documents to learn the basic functions of the above enhancements.
Vehicle Notes Feature in Vehicle Merchandising
Auto/Mate has added a Vehicle Notes feature in the Vehicle Merchandising module. Similar to Deal Notes in Desk/Mate, employees with the proper security will be able to view and edit notes for a specific vehicle within the Vehicle File. Vehicle Notes may also be configured to auto-display when entering a Vehicle File.
For additional information including employee security and auto-display setup in System Configuration, visit the AMU Message Center.
Toyota TIS Integration in Auto/Mate Service Front End
Auto/Mate has added an integration with Toyota’s Technical Information System (TIS) in the Service Front End. This will allow dealers to view information pertaining to a customer’s vehicle, including recall information and beyond.
Accessing the Toyota TIS
Through Service Front End (SFE), Service personnel can right-click on any vehicle set as an appointment or any created Repair Order to access Toyota TIS.
Select Toyota TMS to open a new tab within AMPS to display the Toyota TIS site. From there, you can log in to get technical information.
The Quick Reference Guide is also available in the AMU Reference Center. Search keyword “TIS“.
Important Information on Finalizing the Entries for New 13th Month Process Users
If your dealership is utilizing the new 13th Month Process and your CPA needs to verify the entries, we highly recommend that your CPA completes the verification prior to finalizing the final entries, in the event additional entries are needed.
MISSOURI DEALERS
New “Temp Tag Number” Field in Desk/Mate Module
The MO Monthly Sales Report/Extract is moving to the Desk/Mate Module. In preparation for that change, there is a NEW “Temp Tag #” field in the Desk/Mate Module. We advise our Missouri Dealers who are using the Desk/Mate Module to begin entering the Vehicle Temp Tag Number in the new field before closing F&I Deals starting in March and going forward.
Note:The Temp Tag Numbers that are entered in the Comment field on the Co-Buyer screen will not transfer to the new field in Desk/Mate.
To access the new field: 1. Click on “Edit Vehicle” on the main vehicle screen in Desk/Mate. 2. Enter the Temp Tag # in the new field. 3. Save when done.
Note:
A closed F&I Deal beginning in March without a Temp Tag Number in Desk/Mate may need to be reopened to have the Temp Tag Number readded in order to be on the Report.
Additional information on the new Report/Extract in Desk/Mate will be available soon.
The February Sales Report will still need to be run in the F&I Module.
Enable Auto/Mate Virtual Keyboard When Using Mobile Service Consultant
For dealers who use the Mobile Service Consultant feature, Auto/Mate has added a new default setting in Service Front End that will allow you to enable an Auto/Mate virtual keyboard when using Mobile Service Consultant.
To activate this feature, access the Defaults option located within More and select the When Using Mobile SFE, Show Auto/Mate Keyboard checkbox. If the box is unchecked, it will default to the Windows-based keyboard.
Auto/Mate has added the ability to export the Appointments Report from the Reports option within Service Front End to a CSV file. Checking the Export Appointment to CSV File box will gray out the printer options. When the OK button is selected, you can save the report to your computer.
Export Archived Repair Orders to PDF in Service Program 10, Option 15
Program 10: Service Information File, Option 15: Reprint Closed RO Invoices by Range now includes a new feature that allows you to export Archived Repair Orders in the chosen range to a PDF File. Once the Range, Pay Types, and Batch Options have been chosen, select the Export PDF checkbox and Start. You will then be prompted to save the PDF File to a specific folder on your computer.
OFFICE MANAGERS/CONTROLLERS, SERVICE, AND PARTS MANAGERS
