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:
Enhanced Security give System Administrators more control over which employees can Close a Deal and also edit and/or unwind a Sold or Closed Deal.
The new Audit Log records which employees performed the Close Out process and when.
Intuitive Messaging guides employees through Deal Close Out process.
Action-Based Status Changes eliminate the error of accidentally marking or forgetting to mark the deal as Sold.
Automated Deal Unwind removes the necessity to perform the process manually.
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.
Have no worries! Deal Posting Templates will NOTbe 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.
#2: Working Deals
#3: Billing Deals
#5: Close Out Deal/Update Other Systems
#6: Auto/Mate Credit Bureau Options
#8: Schedule Inquiry-Vehicle Inventory
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.
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!
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
Improved error-checking when creating/editing the DOC.
Ability to share pages of the DOC and only edit in one place.
New Dashboard
Create multiple views and group widgets by company, department, date range, etc.
Create widgets for more reports (not just the DOC).
Share views with other employees.
Report widgets based on Fiscal Year for true fiscal dealers.
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
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.
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 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.
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.
ATTENTION SALES,F&I, office managers, and controllers
