1. ATTENTION OFFICE MANAGERS AND CONTROLLERS:

NEW!| Deal Posting Templates for Product Only Desk/Mate Deals. Click Here!

NEW!| Deal Posting Templates for Dealer Cash Incentives by Model. Click Here!

ROLLOUT IS UNDERWAY!| Accounting Program 6 Enhancements: New Add/Edit Screen, Enhanced Security, Multiple Version OEM Financial Statement Relates, and More. Click Here!

ROLLOUT IS UNDERWAY!| OEM Financial Statement Selection Expanded from 4 to 15, Multiple Version of Same OEM FS, Print Current/Prior Month’s Archived Financial Statement. Click Here!

2. ATTENTION SERVICE AND OFFICE MANAGERS/CONTROLLERS:

Partial Payment Invoicing| Invoice Repair Orders with Partial Payment Methods in Service Program 3. Click Here!

3. ***ATTENTION SUBARU PARTS MANAGERS***

Price File| Part Number Supersession Errors in July Price Update File. Click Here!

4. AUTO/MATE USER SUMMIT 2019:

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

5. RECENT ENHANCEMENTS:

New DOC Features| Include Last Year MTD & YTD, Exclude Avg Columns in Report/Mate. Click Here!

New APAY User Preference| Always Display Payee Name in Comments for Quick Payment. Click Here!

Attention Fiscal Dealers| 13th Month Processing Setup Change for Fiscal Dealers. Click Here!

ATTENTION OFFICE MANAGERS/CONTROLLERS

Deal Posting Templates for Product Only Desk/Mate Deals

Deal Posting Templates in the Desk/Mate Setup portion of System Configuration now includes a “Product” Sale Type for deals created in Desk/Mate* with the corresponding Sale Type. This option strictly looks at the Sale Type and does not use Vehicle Information. Based on the Accounting GLs that are used at the dealership, a Deal Posting Template should be added accordingly. *The Product Only sale type is exclusive to Desk/Mate.

Setup

  1. In System Configuration, access Desk/Mate Setup.

  2. Under Deal Posting, select Templates.

  3. Click Add.

  4. Add a Template Name.

  5. In the Sale dropdown, select Product.

  6. Add GLs to the applicable Tabs for Products sold (Accessories, Insurance, or Service Contracts).

  7. Add GLs for applicable tax and Cash Down or Cash on Delivery. Commonly products are always Cash Deals.

  8. Save Template. Repeat as necessary for each Template.

Using Templates:
Once the setup is completed, the applicable templates can be selected during the Deal Close-Out process in Desk/Mate to send the transaction to Accounting.

Additional information regarding the Deal Close-Out process in Desk/Mate can be found in the AMU Reference Center. Search keyword: DCO

Important Information Regarding Stock Numbers on Product Deals:

AMPS Version: 3.4.400 or Higher. Click here for the location of your current AMPS version.

Deal Posting Templates for Dealer Cash Incentives by Model

Upon completion of the setup, the new Dealer Cash Incentive feature in Deal Posting Templates will credit the GL from the Dealer Cash section of the model table for each applicable model.

1. In System Configuration, access Desking Setup.

2. Under Deal Defaults, click on Incentives.

3. Enter Dealer Cash in the Description. Add the Amount and select whether to Adjust Commission, Include New, and Include Used.

4. In the Dealer Cash column, select Yes.

Note: Only one incentive can be marked as Dealer Cash. If an employee desking a deal chooses a different incentive and changes the name to Dealer Cash, this feature will not work. They must select the code designated as Dealer Cash.

Note: This is designed to work with new vehicles for manufacturers who require that incentives be separated by model. It is the responsibility of the dealership to create the GLs for the incentives in accordance with manufacturer specifications.

5. Click Save.

6. Navigate to Templates, located under Deal Posting.

7. For each applicable New template, select the Use Model Table for Dealer Cash (Instead of COS) Note: Must be using “Use Model Table for Sale and Over Allowance” to utilize this feature. 

8. Click Save.

9. Navigate to Models, located under Deal Posting.

10. For each model, add the applicable Incentive GL. Note: Even if the same GL applies, one must be added for Retail and Lease.

11. Once the deal is pushed into a template that has Dealer Cash, the template will use the Incentive GL for the incentive (income portion). Otherwise, the Cost of Sale GL will be used.

IMPORTANT: If the employee desking the deal chooses an Incentive other than Dealer Cash and changes the description, the system will not use the Incentive GL. They MUST choose the incentive specified in the setups.

AMPS Version: 3.4.400 or Higher. Click here for the location of your current AMPS version.

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

AMPS Version: 3.4.396 or Higher. Click here for the location of your current AMPS version.

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

AMPS Version: 3.4.396 or Higher. Click here for the location of your current AMPS version.

Report/Mate DOC Report Enhancements: 

Exclude Average Columns, Include Last Year MTD and YTD

The Daily Operation Control (DOC) in Report/Mate now features two new enhancements that will allow you to:

Once you’ve selected the Daily Operating Control Type, the options will appear as checkboxes. 

Include Average Columns will be checked by default. To exclude the average Day, Month-to-Date, and Year-to-Date from the report, uncheck the box.

Include Last Year MTD and Last YTD will be unchecked as a default. To include the Last Year Month-to-Date and Last Year-to-Date, check the box.

AMPS Version: 3.4.396 or Higher. Click here for the location of your current AMPS version.

New Accounts Payable User Preference Enhancement: 

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.

Note: This preference is employee specific.

AMPS Version: 3.4.396 or Higher. Click here for the location of your current AMPS version.

IMPORTANT: Attention Fiscal Dealers!

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 copied company and live company.

AMPS Version: 3.4.396 or Higher. Click here for the location of your current AMPS version.


ATTENTION SERVICE AND OFFICE MANAGERS/CONTROLLERS

Partial Payment Invoicing Enhancement

For dealers who are using the Enhanced Service Cashiering program, we have added a new feature in the Repair Order invoicing and Cashiering process to allow dealers to invoice a customer pay Repair Order by assigning a method of payment to the partial RO amount.

This process can be used to clearly indicate the following on the printed invoice:

The general rollout to ALL dealers is now UNDERWAY!

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: Partial-Payment.

The Partial Payment Invoicing enhancement is only available with the Enhanced Service Cashiering program.

If your dealership has the minimum AMPS software version shown below, you already have the new Partial Payment Invoicing enhancement.

AMPS Version: 3.4.390 or Higher. Click here for the location of your current AMPS version.

Still using the previous Service Cashiering version below?

Click the button below to get Enhanced Cashiering sooner!


ATTENTION SUBARU PARTS MANAGERS

Subaru Parts Supersession Errors in July 2019 Price File

Subaru has announced the following parts supersession errors in the July 2019 Parts Price Update File.

Original Chain was…

23769AA040 (32) –> 23769AA110 (32) –> 23769AA111 (31)

NEW:

23769AA110 (32) –> 23769AA111 (31)

23769AA040 (11) Stand alone

 

Takata Airbags: Original chain was…

98279AE00A (22) à 98279AE04A (21)

NEW:

98279AE04A (11) Stand Along

98279AE00A (12) OBSOLETE

 

Original Chain was…

98279AG00A (22) à 98279AG05A (32) à 98279AG05B (31)

NEW:

98279AG05A (32) à 98279AG05B (31)

98279AG00A (12) OBSOLETE

 

Original chain was…

98279AJ02A (22) à 98279AJ06A (21)

NEW:

98279AJ06A (11) Stand Along

98279AJ02A (12) OBSOLETE

 

Original chain was…

98279FE000 (22) à 98279FE070 (21)

NEW:

98279FE070 (11) Stand Along

98279FE000 (12) OBSOLETE

 

Original chain was…

98279FE160 (22) à 98279FE12A (21)

NEW:

98279FE12A (11) Stand Along

98279FE160 (12) OBSOLETE

 

Original Chain was…

98279FG010 (22) à 98279FG07A (32) à 98279FG07B (31)

NEW:

98279FG07A (32) à 98279FG07B (31)

98279FG010 (12) OBSOLETE

 

Original Chain was…

98279SC010 (22) à 98279SC05A (32) à 98279SC05B (31)

NEW:

98279SC05A (32) à 98279SC05B (31)

98279SC010 (12) OBSOLETE


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!


Check your AMPS Version below.

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Check your Server Version below.

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