Program 6: Chart of Accounts Add/Edit Enhancement Rollout is UNDERWAY!
Accounting Program 6 has added several enhancements including an Add/Edit screen with a new look and several new functions.
**IMPORTANT!** New security permissions will allow an employee to Add/Edit a G/L, Manufacturer Relate Accounts, Opening Balances, and Unit Count(s). Upon activation, make sure all applicable employees are granted the following security permissions in the System Utilities module:
This enhancement also allows printing multiple versions of the same manufacturer Financial
Statements, from a single company and corresponding Relates.
The general rollout to ALL dealers is now UNDERWAY at no additional cost!
For additional information
on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use search keyword: P6-Add/Edit
Program 26: Print Financial Statement Enhancement Rollout is UNDERWAY!
The
Financial Statement selection screen in Program 26 now supports up to 15 Manufacturer Financial Statements with
the ability to set up multiple versions of the same OEM.
This enhancement also includes modifications to printing of Current Month Statement and Prior Month Statement (Archive Copy) (now broken out as separate functions).
The general rollout to ALL dealers is now UNDERWAY at no additional cost!
For additional information
on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use search keyword: P6-Add/Edit
Always Include Payee Name in Comments for Quick Payment
A new user preference has been added to Accounts Payable that allows you to always display payee name in the comment field for Quick Payments. When this preference is used, it will automatically show payee name on the Accounting transaction of the Quick Check for all lines. The only time the payee name will NOT display in the comment of the transaction lines (when this preference is enabled) is if a comment is manually typed in OR the control required on that line auto populates a different comment.
To Activate:
Access Accounts Payable Program 10: User Preferences.
Select the “Always display payee name in comment field for quick payments” checkbox.
We have made a few setup changes for 13th Month processing and Fiscal Dealers (if Fiscal Year Begins in Accounting Program 8, Option 1: Company Information is set to a month other than 01 – January, the system will consider you a fiscal dealer).
This enhancement will remove the previously added 13th Month Journal Source in System Configuration. If a fiscal dealer employee attempts to add a 13th Month Journal Source in System Configuration, they’ll receive an error message.
Fiscal Dealers who wish to complete a 13th Month Financial Statement will need to call Auto/Mate Support. A copy of the 12th Fiscal Month will be made and the dealer will be given instructions on how to post entries accordingly into the copiedcompany and livecompany.
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 is currently underway at no additional cost!
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 – Deal Close Out & Deal Unwind in Desk/Mate” contains documents to learn the basic functions of the above enhancement.
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.
The Parts and Service Cashiering Rollout is Currently UNDERWAY!
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 F&I Billing Forms Menu / Printing Forms & Billing Deals in Desk/Mate” contains short documents to learn the basic functions of the above enhancements.
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.
ATTENTION OFFICE MANAGERS/CONTROLLERS
