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Autosoft DMS Release 7.7.2 (Feb. 16, 2020)

Autosoft -

Accounting 

Users Can Now Edit Check Date Field For Batch Checks

Benefit: Gives Users More Control Over Batch Check Printing

Details: Users on the Print Batch Checks screen can now edit the Check Date field by either typing in a date or selecting a date from the calendar when they click in the field. Previously, the Check Date field had been grayed out during the printing setup process, meaning the user couldn’t edit that field.

 

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Accounting 

Users Can Now Sort Schedules Tab in Journal Entries

Benefit: Gives User More Control over how journal entries are organized. 

Details: Users can now sort all tabs in the Schedules tab in Journal Entries to find a specific control or field. When you enter an account number, you can click the headers of the columns and they will turn red when the field is sorted. 

 

Accounting

Users Can Now Download the Vehicle Sales Report As An Excel File

Benefit: Allows user to keep a record of the Vehicle Sales Report outside of Accounting.

Details: Users can now download the Vehicle Sales Report as an Excel Spreadsheet, allowing them to save a record of vehicle sales for a given time period. When you choose to print one of these report, the print prompt now contains an Export to Excel option. This saves a CSV file named as indicated in C:\ASIXL for dealers using a standard setup (a server is onsite at the dealership) or K:\ASIXL for dealers using a hosted setup (Autosoft hosts your server).

To download the report, complete the following steps.

  1. Click Accounting > Reports and DOCs > Vehicle Sales
  2. Click Vehicle Sales Report.
  3. Click Export To Excel.

 

Accounting

Users Can Now Download the Commission Report As An Excel File

Benefit: Allows user to save Commission Report outside of Accounting.

Details: Users can now download the Commission Report as an Excel Spreadsheet, allowing them to save a record of commissions for a given time period. When you choose to print one of these report, the print prompt now contains an Export to Excel option. This saves a CSV file named as indicated in C:\ASIXL for dealers using a standard setup (a server is onsite at the dealership) or K:\ASIXL for dealers using a hosted setup (Autosoft hosts your server).

To download the report, complete the following steps.

  1. Click Accounting > Reports and DOCs > Vehicle Sales
  2. Click Commissions Report.
  3. Click Export To Excel.

 

Accounting

Users Can Now Sort Chrysler Factory Receivable Statement By Repair Order Number

Benefit: Factory Receivable Statement now matches the claim reconciliation document each dealership receives from Chrysler, which is sorted by repair order.

Details: Chrysler dealerships can now sort the Chrysler Factory Receivable Statement by repair order number. 

To use the new sort feature, complete the following steps.

  1. From the Dealership Accounting main menu, click Journal Entries > Factory Receivable Statement > Factory Payments.
  2. Click Chrysler > Retrieve Claim Payments.

    The statement opens, and you can click the column headers to sort the screen


Accounting

Marital Status Code Updated For Federal Tax Table

Benefit: Federal tax table includes more marital status options.

Details: The Federal Tax table now includes lines for S, M, X, N, A, B. If step 2 of an employee's W-2 is not checked, the correct code is "S" for single and "M" for married. But if step 2 of the W-2 is checked, the correct code is "A" for single and "B" for married. Dealerships are now able to use A or B to denote married or single on the federal tax table for 2020 W-4 forms. 

To enter marital status in Accounting Setup, complete the following steps.

  1. In the Dealership Accounting module, click Payroll > Setup > Tax Table > Federal.

To change the marital status in Accounting, complete the following steps.

  1. Click Payroll > Employee Information > Employee Master File.
  2. Enter the employee number or select the employee from the list.
  3. In the Federal Marital status on the right, enter a marital status value.

 

Service

User Can Now Print Service Quotes On A Digital Overlay

Benefit: Additional printing options for users.

Details: For users with the DCS digital printing license, Parts Service quotes are now able to print on the digital version of the pre-printed forms.

 

Parts

Internal File Copies Can Now Print With The Digital Version of Pre-Printed Forms

Benefit: Enhanced information on printouts.

DetailsFor users with a digital forms license, Parts File copies can now print on the digital version of the pre-printed forms.

 

Parts

User Can Now Download Tool Report To Excel

Benefit: Download Special Tools Report For Offline Reference

Details: Autosoft has added the ability for users to download a special list of tools report. Previously, users could only print or print to screen. 

To download the Excel list of tools, complete the following steps.

  1. From the Dealership Accounting main menu, click Parts > Special Inventories > Special Tool Inventory > Print List of Tools.

The List of Tools .xls file saves to your computer. 

  

Service 

"Type" Added As Column And Sort Option Added To Service Ordered Parts Table

Benefit: Allows user to view and sort by repair order type.

Details: The Service Ordered Parts table now includes a Type column as well as a Type option in the Group By dropdown, both of which allow the user to sort the table by repair type. 

 

Service 

Enhancements Made To Writer Analysis Report

Benefit: Increased detail and capabilities for an existing report.

Details: The following enhancements have been made to the Writer Analysis Report. To access the Writer Analysis Report, from the Dealership Accounting Main Menu click Service > Service Time Summary Reports > Writer Analysis.

  • The report now includes the ability to select a repair order type. As you can see in the screenshot below, you can select a Service, Body, Contract, or Quick Lube repair order. You can select as many check boxes as necessary. By default, the report will be set to display the Full Report with Service, Body, and Contract repair order types included.

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  • Users can now select whether the report uses the repair orders by Closed date or by Opened Date. The default is Closed Date.
  • Users can now print a simplified version of the report, which only contains Department Totals. The non-simplified report is called “Full Report” on the Writer Analysis menu. When you select the Full Report radio button, it opens the ability to select the R/O Type check boxes. If Department totals are selected they cannot be selected.

 

 

 

Additional Notes

  • Previously versions of the service quote did not include the mileage of the vehicle being serviced, but mileage information is now included in the service quote.
  • For hosted environments, the SFI button now says "Reserved" and is disabled. For non-hosted environments, the button still reads "SFI" and is enabled.
  • Dealerships can now keep a form for service repairs as well as forms for Service, Contract, Body, and QuickLube.
  • User can now print repair order time flags from the Review & Print screen.
  • The user can now select from transportation options on the Schedule Info screen by clicking the Writer dropdown even if the prewrite has been pulled to a repair order.
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