Your Workflows Get a Luxury Ride

At CDK, 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!

Introducing NEW CDK Core Updates

You can trust our redesigned workflows to accomplish critical accounting tasks with greater efficiency, accuracy and ease of use.

Smart, Simplified, Efficient

User Flexibility

Users can access workflows using any browser from a PC or Mac, without the need to log into Drive.

Faster Setup and Maintenance

Spend less time on administration with consistent, standardized results.

Ease of Use

Cut time-on-task across the board. Easy-to-learn interface means employees are up to speed faster with less errors.

Modern Technology Platform

Cloud native technology offers greater flexibility and enhances integration and security. Get the benefits of leading-edge NIST and MDR technologies, as well as SOC2 compliance across the entire CDK infrastructure.

New in CDK CORE Accounting

Accounts Payable

Your dealership depends on your AP team paying vendors on time while managing cash flow. This new suite is designed to give your team tools with unprecedented accuracy and efficiency. Our dealership experience and drive for continuous innovation led us to redesign solutions that are already delivering results for dealers.


NEW WORKFLOW

An easy-to-learn workflow that provides greater control and improved accuracy ensures a more accurate and efficient AP process and 1099 preparation

  • Updated screen replaces Add Vendor (ADV) screen and the Name Maintenance (ANM) tab
  • New fields: Company Type, Vendor Category and Payment Methods
  • Simpler way to make vendors inactive


BENEFITS

  • Make additional vendor information changes in a single location
  • Save time with simplified sort and search capabilities
  • Easily update vendor settings and payment methods
  • Set up virtual card payments or ACH through Corpay


AVAILABILITY

Available for limited dealer testing.

Does not require additional steps to begin using.


CDK University courses coming soon


NEW WORKFLOW

Your team can enter and edit invoices with greater ease and accuracy using our new features.

Great New Features All in One Place

  1. Enter new invoices
  2. Attach Purchase Orders
  3. Adjust existing invoices
  4. Create monthly payment schedules
  5. Display, Hold or Void Invoice
  6. Run reports and export to Excel
  7. View unposted invoices and post individually or as a batch


BENEFITS

  • Keyboard/Mouse-Driven Data Entry
    Makes it easy to learn and quick to master
  • Data Prepopulation
    Boost efficiency with prepopulation of PO and Vendor data
  • Type-Ahead Search
    Reduces time by speeding up account lookup
  • Integrated GL Account Super Search
    Eliminates need for use of sticky notes or printed Chart of Accounts


AVAILABILITY

Available now

INTEGRATED WITH YOOZ




It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6414 – Entering Invoices using AP Invoice Workflow


NEW WORKFLOW

The new AP Payments workflow is transforming dealership accounting with a streamlined, user-friendly workflow to simplify the management of open invoices and the payment process. This innovative design offers offers users the ability to easily navigate the payment authorization process with greater efficiency and accuracy.


BENEFITS

  • Simplifies complex accounting tasks, saving time and effort
  • Intuitive interface reduces the learning curve for users
  • Provides a clearer view of open invoices for better financial management
  • Helps dealers make better payment decisions to manage cash flow
  • Reduces errors through intuitive processes
  • Allows users to complete tasks faster, freeing up resources for other priorities
  • Delivers real-time visibility into financial data for informed decision-making
  • Reflects the latest in technology and design to meet evolving industry needs
  • Adaptable to growing dealership operations and increasing transaction volumes
  • Supports better dealer operations, enabling improved service for customers


AVAILABILITY

Available Now






It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6323 AP Payments - Check Writing


NEW WORKFLOW

Payments allows dealers to write checks for any purpose with proper accounting oversight and control. Reduce the the process from 10 steps to one — making it easy for staff to learn, faster to write checks and less cost per check.


BENEFITS

  • Write checks on demand to a known entity (customers, vendors, employees, lenders, etc.)
  • Easily draft a check to an entity outside the system (i.e. local charity donations)
  • Save time by searching Drive for potential payees
  • Cut errors with GL posting validation prior to check creation
  • Create audit trail automatically with e-form printing and image storage in Global Content Management


AVAILABILITY

Available Now





It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6434 - On-Demand Payments


NEW WORKFLOW

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.


BENEFITS

  • Ability to view their payment record (or check register) by payment method/payment type, and cash in bank account from a single screen
  • On screen search to find specific vendor payments by filtered criteria
  • Single, intuitive screen allows users to download data in multiple formats
  • Accounting oversight and control to minimize risk of fraud
  • View Check/AP check payments
  • Save time by quickly finding the payment records you need and print the report in seconds
  • Review and void checks — available for limited dealer testing


AVAILABILITY

Available Now





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.

6455 – Payment Register


NEW WORKFLOW

The new 1099 workflow is a user-friendly, intuitive, single-screen process that replaces the current Drive YER function. Your Accounting department can confidently process all required documents, including 1099s. We make this even easier by supporting Federal tax forms 1099-NEC, 1099-MISC and 1099-INT.


BENEFITS

  • Easier to use
  • Display list of vendors requiring 1099
  • Quickly search vendor data to populate 1099s
  • Tag a vendor as 1099 Required
  • Enter adjustments per vendor
  • Edit vendor information easily
  • Create 1099 NEC, 1099 MISC and/or 1099 INT
  • Print and/or e-file 1099
  • Review past filings and identify orginal author for enhanced verification
  • Easily enter 1099 corrections
  • Manage the status of IRS submission per filing
  • Print and export vendor data for reporting



AVAILABILITY

Available Now





It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6381 - 1099 Processing


NEW WORKFLOW

Streamline your purchase order management with a comprehensive dashboard that gives you access to any PO regardless of where or how it was created in the dealership. Our new dashboard makes it easy to directly generate a new PO.


BENEFITS

  • Easily create a MISC, PARTS or SERVICE Purchase Order.
  • Search and sort by:
    • - Vendor
    • - PO Type
    • - PO Status
    • - Order Date
    • - Amount
    • - Closed or Voided Status
  • Combine PO with invoice information
  • Attach files to PO to help keep all information easily accessible
  • Manage all POs through the new dashboard


AVAILABILITY

Dealer deployments beginning





It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6503 - Purchase Order Dashboard & Create Misc PO


Accounts Receivable

With so many customers buying on credit, dealerships must make sure their customers are paying promptly and cash flow remains positive. Our updated workflows do that seamlessly — plus they save time, increase accuracy and free up staff to provide better customer service.


NEW WORKFLOW

Closely monitoring AR is vital to maintaining the cash flow health of the dealership. Late payments from customers, exceeded customer limits and complicated AR reports all put the dealership cash flow at unnecessary risk. The new Accounts Receivable dashboard gives the AR team a single view and starting point for AR workflows and reports.


BENEFITS

  • Manage AR from a flexible and easy to use starting point
  • View aging for both Open Item and Balance Forward
  • Drill down to customer information and invoice/payment history
  • Generate AR Statements
  • Quickly view balances by store and schedule as of today or from the last statements
  • Sort by customer name or number, charges, payments, aging bucket or total balance due
  • Download data or print a report with a single click
  • Initiate Apply Payments workflow
  • Quickly access AR Metrics such as Aging, Days Sales Outstanding, etc.


AVAILABILITY

Dealer deployments beginning





It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6492 - Accounts Receivable Dashboard


NEW WORKFLOW

AR Apply Payments is a fast and intuitive replacement for Drive Cash Application ‘CAP’. We've eliminated the need to restart to make changes. Our solution 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.


BENEFITS

  • Replaces existing A/R Open Cash Application (CAP) function in Drive
  • Quickly apply multiple customer payments in a single deposit
  • Enter payments to outstanding Finance Charges following existing DMS rules
  • Reconcile payments by payment type (check, EFT, ACH, Credit, etc.)
  • Works well whether dealers use AR Open Invoice or AR Balance
  • Easily view all open invoice and drill down into invoices
  • At-a-glance Aging available from any screen
  • Choose criteria for automatic selection of paid invoices (oldest to newest, for example)
  • Automatically generate credit memos if payment exceeds all open invoices or customer balance


AVAILABILITY

Available Soon





It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

6458 - Accounts Receivable Apply Payments


NEW WORKFLOW

Easily generate monthly AR statements that can be printed, e-mailed and archived. We integrated the new CDK eForms solution, making changes and statement format updates easy and hassle-free.


BENEFITS

  • Easily update statements to meet customer preferences
  • Create and deliver dealer-specific statements
  • Fast to learn and easy to use
  • Track statement generation while performing other tasks
  • Print, e-mail and electronically archive dealer statements for quick communication and access when needed


AVAILABILITY

Dealer deployments beginning





CDK University course coming soon.

It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.


General Ledger

Your General Ledger is the heart of your fiscal management and reporting. With financial data coming from all parts of the dealership you need an efficient and error-free GL. Get an up-to-the-minute, crystal-clear picture of your dealership's financial health.


NEW WORKFLOW

The new Create Journal Entries workflow simplifies the most tedious of accounting tasks. A single-screen view enables you to create new journal entries while viewing previous ones, adding greater precision in less time.


BENEFITS

  • Complete audit trail with attachment of source documents through Global Content Management
  • Save time with type-ahead Search
  • Find exactly the right account with our user-friendly features
  • Immediately verify amounts on screen
  • Enhanced Power Posting enables you to upload multiple transactions with multiple reference numbers
  • Review unposted entries and post individually or in a batch


AVAILABILITY

Available Soon





CDK University course coming soon.

It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.


NEW WORKFLOW

The General Ledger Inquiry Workflow provides flexible access to GL transaction history with multiple ways to efficiently search and view. Whether identifying specific entries or analyzing transaction patterns, it ensures accurate and detailed insights into GL activity.


BENEFITS

  • Reduces the risk of errors when analyzing financial data or searching for transactions
  • Enhanced search capabilities enable search by dollar amount and posting description
  • Provides clear visibility into transaction details for better financial control
  • Allows dealers to search transactions in multiple GL companies
  • Enables detailed insights to support informed financial and operational decisions
  • Easier to retrieve and review transaction data during audits or reviews
  • Reduces manual work and simplifies workflows for Accounting teams
  • Ensures all transaction details are easily accessible, for improved trust and accountability


AVAILABILITY

Available Soon





CDK University course coming soon.

It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.


NEW WORKFLOW

The new General Ledger Adjustments and Reversals Workflow introduces a streamlined, intuitive process for managing corrections and updates to previously posted GL transactions. Users can now efficiently adjust or reverse transactions within the GL while maintaining a clear audit trail for compliance and accountability.


BENEFITS

  • Simplifies making adjustments or reversals with guided steps and validation prompts to reduce errors
  • Provides a comprehensive view of the original and adjusted transactions, to enhance clarity and transparency
  • Allows users to specify adjustment types, reversal dates and associated notes for complete documentation
  • Tracks all changes with detailed logs to support audits and financial reporting requirements
  • Reflects adjustments and reversals immediately in financial reports so records stay up to date
  • Ensures only authorized users can make changes, protecting the integrity of financial data


AVAILABILITY

Available Soon





CDK University course coming soon.

It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.


Other Workflows


NEW WORKFLOW

The new Employee Time Clock Workflow streamlines time tracking for dealership staff with an efficient and user-friendly solution for managing employee hours. This workflow allows employees to clock in and out digitally while keeping the system updated in real time.


BENEFITS

  • Simplified Clock-In/Out Process
  • Employees can quickly and easily sign in to record their work hours
  • Provides up-to-the-minute visibility into employee hours, ensuring accurate and reliable timekeeping
  • Tracks breaks, lunches and missed punches keeping time records accurate and complete
  • Allows employees to easily submit basic time-off requests
  • Generates detailed, tailored reports on employee attendance and hours worked
  • Ensures secure access, allowing only authorized users to manage and adjust employee time records


AVAILABILITY

Available Soon





CDK University course coming soon.

It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.


NEW WORKFLOW

This workflow introduces intuitive screens for handling employee overrides, efficiently exporting timesheets and streamlining employee setup. The workflow simplifies administrative tasks and improves time management processes.


BENEFITS

  • Simplifies the process of printing employee timesheets with an intuitive workflow
  • Supports timesheet exports in PDF, Excel and XML formats for enhanced compatibility
  • Provides a more intuitive and efficient process for managing employee overrides
  • Makes creating, updating and deleting employee records faster and easier
  • Introduces a foundational tool for submitting and managing time-off requests


AVAILABILITY

Available Soon





CDK University course coming soon.

It's easy to enroll through CDK University. Simply click the course link below (sign in or register, if needed), select a session and click Enroll.

CDK ACCOUNTING
CONNECT 2025

APRIL 8, 2025 - APRIL 10, 2025
NASHVILLE, TN

Register Now


Learn More With These Webinars

We look forward to sharing insights, answering your most common questions and diving deeper into these new workflows.

Register for a webinar below to see what's new.

Tuesday, Feb. 25 | 11 a.m. - noon CT
Tuesday, March 25 | 11 a.m. - noon CT
Tuesday, April 22 | 11 a.m. - noon CT

Start Transforming Your Accounting
Experience Today

Take advantage of all of the streamlined features, interfaces and advanced search capabilities.

  • CDK Unify and CDK Simple ID are required to access the new accounting workflows.
  • Your dealership is authorized for sign in. Please log into CDK Unify with your Simple ID (your email address).
  • Once you are logged in, you should be able to access the new Accounting workflows and other CDK applications.
  • If you're unable to access the new accounting workflows, contact your dealership administrator for permissions. You can also contact CDK by completing the form to have the workflows deployed.

Learn More