ATTENTION SALES, F&I, OFFICE MANAGERS/CONTROLLERS: 
The New Deal Close Out in Desk/Mate is Here. Click Here for More Info!

2. ATTENTION OFFICE MANAGERS AND CONTROLLERS:

Reoccurring Payments| Set up Reoccurring Payments and Electronic Auto/Mate Invoice Delivery. Click Here!

3. RECENT HDYK ANNOUNCEMENTS:

Recent Notifications| Do You Want to Review Recent Hey Did You Know Notifications? Click Here!

4. AUTO/MATE USER SUMMIT 2019:

User Summit 2019| 2019 Auto/Mate User Summit Location, Date, and Registration Info Available. Click Here!

5. ONGOING ROLLOUTS:

Report/Mate Office| Migrating Office/Mate Reports to the Report/Mate Module is Underway. Click Here!

Parts and Service CashieringCashiering Rollout is Back in Full Swing. Click Here!

F&I Sales| F&I Billing Forms Menu & Printing Forms and Billing Deals in Desk/Mate

6. ATTENTION ALL CUSTOMERS:

New Company Information Screen| The Accounting Company Info Screen Has a Fresh New Look. Click Here!

Deal Audit Log| See Changes Made to a Deal in the Desk/Mate Audit Log. Click Here!

Source File Maintenance| Prevent Trade Price from Being Updated in Source File Maintenance. Click Here!

ATTENTION SALES,F&I, office managers, and controllers

Deal Close Out in Desk/Mate is HERE!

The New Deal Close Out and Deal Unwind in Desk/Mate will allow dealers to close out deals in the Desk/Mate module instead of accessing the F&I module. In conjunction with previous Desk/Mate enhancements, this will now allow dealership employees to work on deals, print forms, bill out, close out, and unwind deals all in the Desk/Mate Module.

Features and Benefits:

The general rollout to dealers will begin soon at no additional cost!

Who qualifies for this update?

All dealers that are currently using the Desk/Mate module.

 

Attention Office Managers

Have no worries! Deal Posting Templates will NOT be affected. The only thing that will change is how to access them… in Desk/Mate instead of the F&I Module.

*** IMPORTANT! ***

In an effort to streamline Deal Processing in Auto/Mate, upon Desk/Mate Deal Close Out/Unwind Deals activation, the F&I program numbers listed below will be removed from the F&I Module Menu screen. Review documents that illustrate how to perform these deal functions in Desk/Mate are now available on AMU.

Recommendation

For dealers who have the Desk/Mate module but are not currently using it, we highly recommend you begin using Desk/Mate.

Rollout Process & Self Training

We will update dealers in groups and they will be notified via the AMU “Heads Up” activation announcement when scheduled. In the meantime, we have created a Learning Path on the AMU Portal Training Center that contains review documents. Check it out!

 

To access the Learning Path, on the AMU screen, click on the TRAINING CENTER option and select MY LEARNING PATHS. The Learning Path titled “*New Feature Training – New Forms in F&I Module / Work, Bill, Close Out & Unwind Deals in Desk/Mate” contains documents to learn the basic functions of the above enhancement.


ATTENTION OFFICE MANAGERS/CONTROLLERS

Reoccurring Payments and Electronic Auto/Mate Invoice Delivery

Sign up today for Electronic Invoice Delivery and never wait for an invoice in the mail again! We also offer repetitive payment options so you never have to worry about your payments getting lost in the mail or being late.

Click the button below to contact our Billing Department and get signed up today.


miss an update?

Want to Display Previous Hey Did You Know Notifications On-Demand?

If you want to display a recent Hey Did You Know Notification screen like this one, there is a way!

1. Click on Help at the top of your Auto/Mate screen.

2. Click on Recent Notifications.

3. From the list of links, click the one you would like to display and view the content.


AUTO/MATE USER SUMMIT 2019

User Summit 2019

Auto/Mate’s annual User Summit is back! You’ll get a chance to hear from other customers, share experiences, and talk one-on-one with our developers to improve the Auto/Mate user experience. This is your dealership’s opportunity to help drive the direction of our software. Learn about new features and best practices, attend department breakout sessions and speaker sessions and network with your peers and industry partners at Auto/Mate’s Customer User Summit.

WHEN:
Wednesday, October 23 – Friday, October 25, 2019

WHERE:
The Westin Nashville, 807 Clark Place, Nashville, TN 37203

Register before July 12, 2019 to secure early bird pricing!

Click Here to Visit Our Event Page!


ONGOING ROLLOUTS

The Office/Mate to Report/Mate Report Migration is Now Underway!

Customers using the reports in Office/Mate will soon be migrated to Office Reports in Report/Mate. This migration also includes an update from the old Dash/Mate to the new Dashboard.

Features and Benefits

Report/Mate Office

New Dashboard

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 – Office Reports in Report/Mate and the New Dashboard” contains short documents to learn the basic functions of the above enhancements.

After a Short Slowdown to Allow Dealers to Complete to Year-End Process, the Parts and Service Cashiering Rollout is Back in Full Swing!

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

Redesigned Service Cashiering

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 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

F&I Billing Program 13: Print Forms AND Printing Forms in Desk/Mate

*eDeal Digital Signature is an add-on product. Please contact your Customer Success Manager for details.

Billing Deals in Desk/Mate

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 Training – New Forms in F&I / Work, Bill, Close Out and Unwind Deals in Desk/Mate” contains short documents to learn the basic functions of the above enhancements.


New Accounting Company Information Screen

The Accounting Company Info screen in Accounting Program 8: System Information File, Option 1: Company Information has a fresh new look! None of the fields have changed, but customers will now see an updated screen with a more modern look and feel.

AMPS Version: 3.4.376 or Higher. Click here for the location of your current AMPS version.

Deal Audit Log in Desk/Mate

Deal Audit Logging offers the ability to see changes that were made to a deal by a particular employee. This log starts from the date and time the deal is created. Before accessing the Audit Log, an employee must have the View Audit Log security permission located in System Utilities, Desk/Mate Module Access section.

To use this feature, click the Folder icon on the bottom left of the Desk/Mate Deal screen.

The Audit Log will display a User column which displays which employee made changes to the deal. It also has a Timestamp column that details the date and time the changes were made. Any changes to the deal will be listed in the columns below.

Note: The log information will be available from the date of activation.

AMPS Version: 3.4.376 or Higher. Click here for the location of your current AMPS version.

Trade Price Update Setting Added to Source File Maintenance

We have added a new feature to Parts Program 36: Parts Source File Maintenance that allows you to prevent trade price from being updated during a price update. The Trade field will be located in the Update from MFG section.

A new Update Trade column will now appear on the Source GL & Other Info Report (F5, Option 4).


Check your AMPS Version below.

This sample screenshot shows where your current AMPS Version will be displayed.

Check your Server Version below.

This sample screenshot shows where your current Server Version will be displayed.

© 2018 Auto/Mate, Inc. All Rights Reserved.