At CDK Global, we build the tools dealerships need to grow and succeed. Since day one, we’ve been in it for the dealer — your success is what motivates us to do what we do. And while your dealership spends a lot of effort delivering customers an unparalleled experience, we’re proud to be delivering one to you!
Enjoy the ease and comfort of streamlined features that provide you with more control and precision to smooth your Accounting workflows. See how elegant interfaces have been crafted to anticipate your needs. Look under the hood and see how the newly updated Accounting Workflows can simplify your workday.
Key benefits of our continuous improvement and the transformed user experience:
User Flexibility
Users can access workflows using any browser from a PC or Mac, without the need to log into a workstation via Microsoft Edge.
Ease of Use
Less overall time-on-task and improved accuracy. New employees are trained faster and become productive sooner.
Faster Setup and Maintenance
Reduces overall administration and enables standardization and improves accuracy.
Modern Technology Platform
Improves security, increases store integration, and provides greater flexibility for centralizing services.
To help you meet the challenges of today and tomorrow, we’ve enhanced these Accounting workflows for greater efficiency.
An easy-to-learn workflow that provides greater control and improved accuracy of your vendor records ensures a more accurate and efficient AP process and 1099 preparation.
Note: If using Corpay, you may also setup additional options for paying with virtual card payments or ACH.
Available as of February 14, 2022
Does not require additional steps to begin using.
It's easy to enroll through CDK Global University. Simply click the course link below (sign in or register if needed), select a session and click Enroll.
6048 - Vendor Management - Getting Started
6053 - Vendor Management - Adding and Updating Vendor Information
CDK Drive offers rich functionality for dealers to enter and edit vendor invoices. With the features and functionality being best of breed; the new user interface improves your total experience and accuracy.
Eight Functions rolled into one new workflow:
Available as of September 2022
It's easy to enroll through CDK Global University. Simply click the course link below (sign in or register if needed), select a session and click Enroll.
Enables the dealership to process AP payments in a more streamlined process using a modern, state-of-the-art user interface with a clearer view of invoices to be paid. The new user experience makes more than five functions available in a single window.
In addition to the streamlined process and much-simplified interface, the new AP Payments process also provides new capabilities, including the use of Virtual Cards to make payments and an improved approval process.
Available as of September 2022
NOTE: AP Payments is the first CDK Drive feature to require all of these modern cloud-based Drive applications:
It's easy to enroll through CDK Global University. Simply click the course link below (sign in or register if needed), select a session and click Enroll.
6323 AP Payments - Check Writing
The current Drive interface for Check register relies on the use of multiple function/option combinations to print the on-demand Register or AP Check Register. It's difficult to learn, time consuming to use, and often requires multiple reports.
Payment Register provides a single view of all payments, by payment type and cash-in-bank account. Advanced search, filters and sorting allows you to quickly find the payments you’re looking for as well as print or download the results without leaving the screen.
Available July 2023
It's easy to enroll through CDK Global University. Simply click the course link below (sign in or register if needed), select a session and click Enroll.
The new 1099 workflow is a user-friendly, intuitive, single-screen process that replaces the current Drive YER function and helps your Accounting department complete 1099s and other required documents with ease and confidence. It supports Federal tax forms 1099-NEC, 1099-MISC and 1099-INT.
NOTE: We encourage all dealers to utilize the new 1099 workflow. However, If you begin the process either using this new 1099 workflow or the legacy YER function, we recommend you finish the 1099 process with that workflow as the data is not synchronized.
Available as of January 2023
It's easy to enroll through CDK Global University. Simply click the course link below (sign in or register if needed), select a session and click Enroll.
The current Write Check (CHK) function in CDK Drive requires the user to complete multiple steps in various windows to complete the check creation process.
On Demand Payments allows dealers to write checks for any purpose with proper accounting oversight and control. It streamlines the process from 10 steps to one — making it easy to learn and faster to write checks.
Coming Soon
Accounts Payables staff currently may use multiple methods for entering and managing purchase orders. This can cause errors, duplicate entry and be time consuming.
Streamline your purchase order management with a comprehensive dashboard giving you insight into any PO regardless of where or how it was created in the dealership. Also create a new accounting PO right from the dashboard.
Coming Soon
The current AR Open Cash Application (CAP) function in Drive requires users to restart the process if a change is made and is challenging to use.
AR Apply Payments is a fast and intuitive replacement for Drive Cash Application ‘CAP’. It provides the AR Clerk with a quick and easy way to apply AR Account payments received, whether scheduled as AR Open Invoice or AR Balance Forward. It also supports multiple AR customer payments tracked by deposit.
Coming Soon
We look forward to sharing insights, commonly asked questions and diving deeper into these new workflows.
Register for a webinar below to see what's new.
See what you missed. Watch our recorded past webinar.
Take advantage of all of the streamlined features, elegant interfaces, simplified workflows and advanced search capabilities. Here's how to get started:
If you have not already done so, you will need to migrate to Simple ID for logging in. If you have not yet completed that step, you may begin here.
Launch your new workflows today through CDK Unify by logging in with your Simple ID at launch.cdkunify.com.
Complete the form for more information and instructions for deploying the workflows.