Added Mileage fields to Post Charge Off pop-up window

Transcription

1 idms Release Enhancements 10/11/18 Version 1.39 Added Mileage fields to Post Charge Off pop-up window Value Statement: Customers can easily update the mileage for restocked vehicles on a charge off and do not have to update it in the Inventory module. Choose Charge Off in the Skip or Charge Off field, and choose Yes in the Add to Inventory field. The Mileage and Mileage Status fields appear and bring default information over from Inventory. Ability to report on Deferred Down Amount Past Due and Days Past Due of Deferred Down Value Statement: This breaks down the current amount due into more informative columns. Dealers can generate reports based on the past due amount and days past due for deferred down to help with discrepancies in their bookkeeping. The report defaults to the dealer s institution. Include the Acct ID as well for accurate data retrieval. DealerSocket, Inc. Page 1 of 5

2 Ability to report on Last Payment and Last Transaction Value Statement: This allows users to see more expansive data in their reports. They can generate reports based on last payments and last transactions to help with discrepancies in their bookkeeping. The report defaults to the dealer s institution. Include the Acct ID as well for accurate data retrieval. Added Next Due field to accounts in the header card The Next Due field provides the amount due, the due date, and in how many days it is due. Value Statement: Allows dealers to see when an account is coming due and how much the expected payment will be without having to expand the payment schedule. Added Sales Location to Deal Worksheet Details Panel Value Statement: Dealers will not have to go into the Worksheet settings pop-up window to see it. From the Worksheets tab, you can view the Sales Location field on all worksheets created. Created Side Note Sub-Types Creating side note sub-types is made up of several components and affects several modules in idms. Added Side Note Sub-Types tab on Portfolio Editor A new tab was added for Side Note Sub-Types at the portfolio level. Value Statement: This enables dealers to set up their own custom side note sub-type, and control the accounting for these custom side notes, which add a second level of detail. DealerSocket, Inc. Page 2 of 5

3 Click the Settings icon opens. Click the Side Note Sub-Types tab., and choose Portfolios. Select the portfolio, and the Portfolio Editor page Click Add, and the Add/Edit Side Note Type pop-up window opens. You can also click the Edit icon to open the same window and edit a side note type. Complete the fields, and check the Active box to ensure the side note appears in the drop-down list when creating a side note. To create the side note and choose a sub type Open the account. Click the Transaction menu, and choose Create a Side Note as usual. The Create Side Note pop-up window opens. Click the Side Note Type arrow, and choose a side note sub-type. DealerSocket, Inc. Page 3 of 5

4 To create side note type Classcode mapping on the Bookkeeping Company Added CPI Balance and Side Note to Transaction Type drop-down list on the Accounts sub-tab of the Class Code Map tab. Value Statement: Enables dealers to set up custom side note mappings different than primary loan mapping. Detailed accounting can now be done on the different side note types. From the Channel Editor page for the bookkeeping company, click the Class Code Map tab > Accounts sub-tab. Click the Transaction Type arrow, and choose Side Note or CPI Balance. Default mapping is provided, but you can customize it. Made Windshield Protection and Key Replacement available aftermarket products Value Statement: This allows dealers to sell more and increase FI profit (Deals V2 only). New Tax Variable Sales Price + Freight Charge + Document Fee TradeIn Value Statement: This reduces manual tax calculations. You can find it on the Edit Tax pop-up window under the Tax Variable field drop-down list. Updated Support Number on idms Login Page Value Statement: This routes customers to idms rather than AutoStar. DealerSocket, Inc. Page 4 of 5

5 Created idms Balanced Aging & Recency report Value Statement: Provides insight into which accounts are past due and have been paid recently to help create a strategy for collecting money on outstanding accounts. Debt Cancellation and Transportation Fees for NM, OH, RI, VA, WA, TN, MO Value Statement: Improve database performance to increase customer experience. Advanced Deal Push now creating Outside Finance worksheet Value Statement: This will allow the Local Lender worksheets to be created when CRM Lenders are mapped to idms Finance Company/Banks. Users will not have to manually create one. DealerSocket, Inc. Page 5 of 5