Enhancement to Hide Social Security Number on Payroll Reports
The Hide SSN feature allows employees with proper security permissions to hide social security numbers (except the last four digits) on several Payroll reports, including:
Program 7, Option 5: Retirement (401k)/Employer Match Plan Report
Program 7, Option 7: Employee/Wage Export
Program 7, Option 10: Employee Info Report
Program 8: Government Wage Reporting
In order to be able to hide social security numbers on reports, an employee must have the Can View SSN and Can Edit SSN permissions, located under Privileged Rights in the Name Management section of System Utilities.
If an employee has the rights mentioned above, the Hide SSN (Except Last 4 Digits) on Report checkbox below will be available to utilize. As a default, this box will be checked. The employee must uncheck the box to view the full social security number.
Note: The Hide SSN checkbox will not appear unless an employee has been given the Can View SSN and Can Edit SSN security permissions.
Once the employee selects Generate Report, the social security number will display as shown below. To view the full social security number, the box must be unchecked before generating the report.
Note: Prior to running any UI State Quarterly Extracts, the Hide SSN checkbox, located under Report Options, must be unchecked or the file will fail upon submission to the state.
Wells Fargo Standard now requires a special header record in which the Bank ID is in Position 4-8. With this enhancement, the bank-supplied Bank ID that is required by branch will be placed into the Positive Pay settings in Payment Method. Note: This change is only for Wells Fargo Standard.
For additional information on how to set up the Bank ID in Auto/Mate, a short document is now available on the AMU Portal Reference Center. Use the search keyword: Wells-Fargo
Auto/Mate now offers the option to apply tax on an Internal Repair Order line. To activate RO internal taxing, the System Administrator must access Service Program 10: System Information File, Option 1: Company Information and set Tax Internals to Y.
Taxing will follow the tax setting configured in the Name Database. Inventory ownership can be set to not tax. Access to Inventory Ownership can be found in System Configuration under Vehicle Merchandising Setup.
Uncheck Taxable for each Inventory Ownership.
Individual Op Codes can also be set to not taxable. To configure this, access Service Program 9: Create/Edit Labor Operations and select an Op Code. Under Taxing Override, select the Don’t Tax Parts and/or Don’t Tax Labor checkboxes.
If your dealership uses the Integrated WorldPay Credit Card processing in Auto/Mate, you now have the option to process Google Pay, Samsung Pay, and Apple Pay payments using the existing Credit Card keypads.
Note: There is NO additional setup required in Auto/Mate and the current Credit Card processing steps also apply when processing the above-mentioned payments.
For additional information, please contact WorldPay.
Attention TOYOTA DEALERS OFFICE MANAGERS/CONTROLLERS
New G/L Accounts for Toyota Chart of Accounts
Earlier this year, Toyota announced that they will be adding, removing, and modifying hundreds of existing account numbers in their chart of accounts. Auto/Mate has developed a service that will help those using a Toyota chart of accounts add all 265 new GLs.
Short documents are also available on the AMU Reference Center. Use search keyword: Toyota-COA
Please contact your Customer Success Manager at 877-340-2677 to discuss pricing and the activation process.
Attention FORD DEALER SERVICE DEPARTMENTS
Ford EReact Repair Type Code and Servicing Department Settings
The Ford EReact default setting can be found in Service Program 19: Send Service Data to DCS System, Option 91: Dealer Information, Option F4: CUD Dfl. Enter the default Servicing Department (Body Shop, Service Department, etc.) and default Customer Type (Retail, Internal, etc.).
Individual Op Codes can be set to Ford EReact Repair Type Code and Servicing Department Code. To set this up, access Service Program 9: Create/Edit Labor Operations and select the Op Code. Under Ford, choose the Repair Type Code and Service Department from the dropdown.
This will benefit Ford dealers operating a Quick Lane and/or Body Shop. Those associated Op Codes with the correct EReact Repair Type Code and/or Servicing Department will correctly report the information to Ford EReact without it being manually entered on each Repair Order line.
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.
*** IMPORTANT: CHANGES TO F&I MENU ***
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
#13: Print Forms
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.
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.
The Parts and Service Cashiering Rollout is Currently UNDERWAY!
Are you still using the previous Service Cashiering version shown here?
Click the button below to get the New Service and Parts Cashiering sooner!
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.
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
New 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.
Cash Tracking Report Enhancements in Cash Receipts
Program 5: Cash Tracking Report in the Cash Receipts module now offers three new report criteria options.Once an employee selects an option, it will be saved for the next time the employee enters the Cash Receipts Reporting screen to run the report.
Show Only 8300 Payment Methods: If this option is selected, the Reporting screen will only display payment methods that have been set up in the 8300 Setup in System Configuration.
Show Subtotals Per Control Number: If this option is selected, the Cash Tracking Report will display all control numbers applicable for the selected journal sources, payment methods, and date range, with a subtotal for each.
Only Show Control Numbers with Subtotals Over $10,000: Only Show Subtotals Per Control Number must be selected before this option will be enabled. The report will produce control numbers that have transactions totaling more than $10,000 for the selected date range, journal sources, and payment methods.
Auto/Mate has added a new field, Acct Co. (Accounting Company), in the Vehicle Merchandising Module for multi-company dealers who share Names and Vehicles but have separate Accounting companies. This enhancement has three key features that will improve Accounting vehicle cost look up, assigning vehicle inventory ownership control numbers by company, and filtering the vehicle inventory list.
If a Multi-Company Dealer shares Names and Vehicles but has separate Accounting, the new Acct. Co. field enhancement will have the following key features:
Dealerships can continue to use the Lot Number field in Vehicle Merchandising, but employees will now have the option to set up a user preference for their Vehicle Inventory Log by selecting the Default Acct. CO filter to only view vehicles for a specific Accounting Company.
Previously, the Lot Number dictated which company was used to look up the Accounting Cost for the vehicle and dealers were required to sync the Lot Number with the actual Accounting company number. With this new feature, the Acct. Co. field will dictate which company will look up the vehicle cost.
Dealers can now set up different Vehicle Ownership Control Numbers per company as they are assigned by Accounting Company. This feature will make it easier for specific companies to search for a New or Used inventory vehicle including in the Service Module.
For additional information on this new feature, a short document is now available on the AMU Portal Reference Center. Use the search keyword: Acct-CO