Enhancement Highlights

Define multiple filters per column for dynamic reports and search results

When selecting criteria by which to filter, a check box now displays for each entry in the column to allow you to make multiple selections. This helps you customize the data presentation and analyze it more effectively.

Navigate POWER using enhanced toolbar

Three new buttons have been added that control scrolling and escape functions that make it easier to navigate screens with a mouse or touchscreen. Additionally, the buttons available on the toolbar have been updated to provide a modern, visually appealing appearance.

Transmit Gulf States Toyota financial statement files using the Toyota DCS System

Financial statement files are now transmitted using the Toyota Dealer Communication System at Gulf States Toyota dealerships. This allows you to comply with manufacturer requirements for transmitting financial statement files.

Easily verify a financial statement file has been received by Ford

Since you are no longer required to navigate away from POWER to verify a financial statement file has been received by Ford, you can complete this important task using fewer steps.

Control access to the new Expense Analysis report

System administrators can control access to the new Expense Analysis report in the Management Accounting System. This allows you to verify only authorized personnel have access to compare monthly expense information.

Control access to the Genesis DCS interfaces

Using new Genesis interfaces in the Dealer Communication System, you can verify only authorized employees can transmit information to and retrieve information from Genesis.

Control access to save docuPAD^® forms to USB drives*

Using a new security item, you can control which employees can save electronic forms to a USB drive so that the forms can be provided to customers for recordkeeping.

Securely send inventory to third-party website

The Vehicle Data Transfer application allows dealership personnel to securely provide access to their vehicle inventory information to a third-party website, where potential customers can search for vehicles on the internet. Visit the Program News for a full list of third-party vendors.

Access live assistance more quickly during AVN messages

Customers can now access the menu used to connect to live assistance at any time during an Automated Voice Notification message. This allows them to connect to dealership personnel more quickly, saving them time.

Identify overall and current queue call waiting time

Using a new column on the Manager Console window, the Rep Console window, and the Calls Waiting window, personnel can determine, at a glance, the longest amount of time a call has been waiting to be answered in the current call queue. This allows personnel to improve the overall level of service provided to customers.

Display directory of phone extensions for specific locations in the RITS Operator Console

Display extensions in the Directory section for only the dealership locations relevant to your store. This allows employees to locate commonly used extensions more easily.

Easily determine where extensions are in use

Using the Extension Options screen, you can identify each location where an extension is being used. This allows users to quickly review how an extension is being used and whether it needs to be updated or deleted.

Clone time rules in the RITS System

System administrators can now clone existing time rules to create new rules in the Administration Console. This saves user’s time when defining rules with common dates and times, such as standard business hours.

Review user verification settings in a central location

Using a new column on the Station report, you can easily determine which phone stations require users to verify their identities before answering or placing calls. Since all user verifications are now displayed on one report, you can verify that the settings are defined as intended in less time.

Easily retrieve transferred calls

Using the RITS Operator Console screen, operators can easily retrieve a call when the call has been transferred to the wrong extension or when they quickly recognize that the employee is unavailable. You can connect callers to the correct employees more efficiently, helping to increase customer satisfaction.

Identify availability status for employees regardless of sign-on status

Using various screens in the RITS Desktop, you can now view the current availability status for each employee as well as determine whether the employee is signed on. You can determine the availability of employees to take calls regardless of their sign-on status, which can help you more efficiently manage calls.

Identify general ledger accounts more easily when posting journal vouchers

The description of the G/L account now displays when entering lines of detail on a journal voucher using the Journal Vouchers – Details screen. This helps you confirm the correct G/L account is used without looking up the account, increasing efficiency when posting journal vouchers.

Reconcile parts transactions in WIP G/L accounts more easily

Using a new option, the control number assigned for the amounts posted when a front- or back-counter sale is invoiced in the Parts System can also be used when the Parts Inventory Accounting Processing is performed. This allows you to research out-of-balance entries more effectively.

Access the most recent financial statements more easily

Financial statements are now automatically listed from newest to oldest processed date, allowing you to locate and access the most recent financial statements more quickly.

Define wages as employer tax-exempt for FICA-OASDI

This allows wages to be defined to exclude the employer portion of FICA-OASDI as allowed by the Internal Revenue Service under the Families First Coronavirus Response Act or any other applicable taxing situations.

New quarterly electronic wage report added for Illinois

Schedule P data for the state of Illinois can now be filed using the new Illinois Withholding Payroll Schedule P report in the Payroll application.

Payroll reports updated for paid family leave taxes

Various payroll reports and the Employee Tax Totals screen have been updated to display more intuitive descriptions of PFL amounts. This helps you verify these employee amounts more easily.

Electronically submit state AIR files for New Jersey

Using new options on the Create 1095-C Electronic Files window, you can now indicate whether federal or state AIR files are created. This helps payroll personnel comply with state regulations for electronically reporting AIR information.

Updated W-2 Mailer report for Oregon

The W-2 Mailer report for Oregon has been updated in the Payroll System to include withholding amounts for the statewide transit tax. This allows you to report withholding amounts for the statewide transit tax in compliance with state reporting requirements.

Easily print selected pages for deal documents

You can now print a single page or print a range of pages from the Deal Jacket screen, which is particularly useful when deal documents are scanned and saved as a single document record. This saves time and reduces expenses associated with printing.

Enter product device ID number when product booking

F&I managers who use the Product Rating and Booking feature can now include a product’s mobile equipment identifier when booking contracts in the Finance and Insurance System. This allows you to complete deals that include those products more efficiently.

Re-Contract docuPAD Deal option must be used to recontract deals*

Using the Re-Contract docuPAD Deal option, you can update information in closed docuPAD deals while retaining signatures and sold docuPAD products in the deals, helping you re-contract docuPAD deals more efficiently.

Identify when to back up docuPAD deal documents more easily

A new field displays at the bottom of the Documents Backup window to indicate the date by which a backup of deal documents must be processed. This allows you to schedule a convenient time to complete the task.

Save deal forms to USB drives directly in DDP

Using the Functions menu in docuPAD Management, quickly save deal forms to a USB drive for a customer using your PC rather than the docuPAD Processing Unit. You can utilize a more secure and convenient process when saving deal forms to a USB drive, which can help prevent unauthorized access to sensitive customer information.

Update existing vehicle records with OEM Build Data*

Using a new menu option and toolbar button, you can automatically include detailed vehicle data from supported manufacturers without referencing manufacturer materials and manually entering the data in the vehicle record. This allows you to reduce time spent updating records.

Display additional service information in Dynamic Service Management modules

Using new options, you can customize any module to display new information about individual repair orders in several new columns. This includes odometer readings, skill requirements, inspection details, and advisor identification. This allows you to view additional service information from a central location.

Include information from multiple dealerships on one Service Reservations report

Service managers can now include information for multiple dealership locations on a single Service Reservations report. This allows you to create call lists or correspondence for all required locations without requesting multiple reports, increasing efficiency.

Include or exclude customers on the Customer History report based on finance source

Managers can now use a new dataname to include vehicle finance information on customized reports. Using this dataname, managers can easily create a custom report to include sold vehicles financed by a specific institution, entity, or person. This saves you time when creating lists of customers to include in marketing campaigns.

Customize Customer History reports using new criteria

Using new options, you can define the reports to include information based on additional criteria, such as the date of the most recent repair order or state inspection for a vehicle or the vehicle engine type. This allows you to further customize Customer History reports.

Allow overnight technicians to remain clocked in past midnight*

Using new options available in the Service Options System for dealers utilizing the TTR application, you can define the shop close time at which all technicians will have finished work for the day and should be automatically clocked out. This allows you to efficiently track time logged on repair orders by overnight technicians.

Access chained repair orders more easily

When adding a repair order, a new window displays all chained repair orders for the vehicle. This allows you to review work for the vehicle more efficiently.

Import vehicle inspection dates using new keywords

Using new keywords in the Service Options System, employees can set up templates used to import the dates from outside sources to the HHD System. This allows you to update vehicle records and identify customers with expiring inspections.

Indicate individual hold statuses using colors

Using new fields in the Service Options, service managers can assign different colors for various hold statuses, such as held for parts or held pending customer response. Service personnel can determine the reason for a hold at a glance, reducing time spent researching repair orders.

Define disclaimers up to 2,100 characters

Service managers can now define disclaimers of up to 2,100 characters for the Handheld Repair Order System. This allows you to help customers easily understand terms and conditions when authorizing repairs.

Require employees to confirm correspondence should be sent to customers

Managers can define whether a message window displays when employees request a Household Marketing report to confirm that correspondence should be sent to customers. This allows you to verify that correspondence is only sent to customers for the appropriate reports.

Easily identify the name of Household Marketing (HHM) reports

When a report number is entered on the Household Report screen, the name of the report now displays on the screen. This allows you to save time spent requesting reports that are not needed.

Genesis MFP information now available

The Manufacturer Price File can now be used to update the parts records for Genesis parts in the Parts System. This allows you to reduce the need to manually update the parts details for Genesis parts.

Review parts inventory information for multiple locations using enhanced MIA reports

Using a new field, you can specify the client numbers to include on a report so that parts inventory data for the locations can be reviewed without requesting individual reports for each client number. Parts inventory activity for multiple locations can be displayed on a single MIA report, allowing you to review sales history and pricing more easily and make decisions about managing your inventory more effectively.

Include additional information on MIA reports

Parts managers can now display additional information, such as vendor code, client number, and overall part status, on Management Inventory Analysis reports, which can help you manage parts inventory more efficiently.