Your Workflows Get a Luxury Ride

NEW WORKFLOW

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.

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

BENEFITS

• New fields enable you to make additional changes to vendor information without having to navigate elsewhere
• Simplified sort and search capabilities save you time when searching for vendors
• Easy to update vendor settings and payment methods

Note: If using Corpay, you may also setup additional options for paying with virtual card payments or ACH.

TIMING

Available as of February 14, 2022
Does not require additional steps to begin using.

NEW WORKFLOW

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:

1. Enter a new AP Invoice
2. Enter a new AP Invoice with a Purchase Order
3. Adjust an AP Invoice
4. Split the invoice into monthly payments
5. Void the AP Invoice
6. Hold Invoice
7. Display Existing Invoice
8. Run Reports – with ability to export to Excel

BENEFITS

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

Additional Benefits With Yooz

• CDK has partnered with Yooz to offer the option for you to scan and create invoices automatically in Drive.
• The Yooz feature will be available for the new AP Invoice workflow soon.

TIMING

Available as of September 2022

NEW WORKFLOW

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.

BENEFITS

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.

• New streamlined processes save you time each week and provide a more satisfactory user experience
• Streamlined reconciliation improves end-to-end procurement, payment and reconciliation process
• Seamlessly and securely connect the JP Morgan Virtual Card to CDK Drive to manage payments
• Advanced error handling provides visibility and control to help prevent out of balance issues
• Checks Queue provides the option to save Print Checks tab for later printing and verification provides increased flexibility

Additional benefits of using Virtual Credit Card Payments integration

• Virtual card payments protect against fraud and misuse by enhancing security and control
• Separate cash in bank settings for checks and virtual cards allows for easier reconciliation
• Improve cash flow by utilizing 30-60 days of float with virtual credit card payment vs. check

TIMING

Available as of September 2022

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NOTE: AP Payments is the first CDK Drive feature to require all of these modern cloud-based Drive applications:

• eForms: Forms Management for customizing check and remittance forms
• eForms: Cloud Printing to set up printers for AP Payments print jobs
• Cloud Content Management for archiving payments

NEW WORKFLOW

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.

BENEFITS

• Easier to use
• Single screen 1099 workflow allows users to:

1. See a clear list of vendors requiring 1099
2. Easily search through vendor data for 1099 creation
3. Easily mark a vendor as 1099 Required
4. Enter adjustments per vendor
5. Edit vendor information in relation to 1099 creation
6. Create 1099 NEC, 1099 MISC and/or 1099 INT
7. Print and/or E-file 1099
8. Review past filings created with the new workflow as well as the user who created that filing for verification purposes
9. Easily make 1099 corrections
10. Manage the status of IRS submission per filing
11. Print and export vendor data for reporting

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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.

TIMING

Available as of January 2023

DON'T MISS OUR YEAR-END 1099 WEBINAR

While all of these improvements are sure to make your 1099 workflow easier, it’s important that you join our 1099 webinars to ensure your process is as thorough and accurate as possible.

You'll learn all the steps of the new 1099 processing workflow and identify CDK resources to complete year-end 1099s. Live instructors will walk you through training, share their processing tips and provide answers to your questions.

ENROLLMENT

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.

Course #5902 - 1099 Prep

CURRENT METHOD

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.

NEW WORKFLOW

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.

BENEFITS

• Easily write checks on demand to a known entity within in the system (customers, vendors, employees, lenders, etc.)
• Easily write a check to an entity that is not within the system (i.e. local charity donations)
• Save time by quickly searching for potential payees within Drive
• With only one step, dealers save time and lower overall cost per check
• GL posting validation prior to check creation for greater accuracy
• Automatic audit trail with e-form printing and image storage in Global Content Management

TIMING

Available May 2023

CURRENT METHOD

The current Drive interface for Check register relies on the use of multiple function/option combinations to print the on-demand Register, AP Check Register or to void a check. It's difficult to learn, time consuming to use, and often requires multiple reports.

NEW WORKFLOW

Payment Register with Void Payments provides a single view of all payments, by payment type and cash-in-bank account. Advanced search, filters and sorting allows the user to quickly find what they need, print or download the results and void payments 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
• 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
• View Virtual Card/JPMC payments
• With proper permissions, void payments within the same screen

TIMING

Available April 2023

CURRENT METHOD

Dealers currently use one of two separate Purchase Order solutions within Drive - Automated Purchase order 'AO' or Purchase Order Management 'AOM'. They are a mix of functions that can be difficult to learn and cumbersome to maintain and use.

NEW WORKFLOW

The new Create Accounting Purchase Order workflow incorporates the simplicity of the Automated Purchase Orders with the capabilities of Purchase Order Management into a single, intuitive workflow that eliminates duplicate entries.

BENEFITS

• Quickly and easily create an accounting purchase order
• Quickly search and sort by:
  • Vendor
  • PO Type
  • PO Status
  • Order Date
  • Amount
  • Closed or Voided Status
• New process saves time
• Helps streamline the entire purchasing process
• More details to come!

TIMING

Available March 2023

CURRENT METHOD

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.

NEW WORKFLOW

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.

BENEFITS

• Replaces existing A/R Open Cash Application (CAP) function in Drive
• Quickly apply multiple customer payments in a single deposit
• Apply payments to outstanding Finance Charges following existing DMS rules
• Ability to apply payments by payment type (check, EFT, ACH, Credit, etc.) in multiple ways:
  • Works well for both AR Open Invoice and AR Balance Forward dealers
  • Easily view all open invoice and drill down into invoices to see details
  • Aging is available at a glance on the screen
  • Let the system automatically select invoices to which payment is applied based on options (oldest to newest for example)
  • Generate credit memos if payment exceeds all open invoices or customer balance

TIMING

Available March 2023

CURRENT METHOD

Drive's current Time Clock function has an outdated user interface, making it difficult and time consuming for employees to accurately clock in/out and review their time cards.

NEW WORKFLOW

The new Employee Time Clock (ETC) workflow will simplify the employee clock in/out process, resolve missed punches and help ensure accurate time clock data prior to payroll processing.

BENEFITS

• Web-based workflows allow employees to clock in/out using a browser on devices within the dealership
• CDK Simple ID and security help protect employee information
• Very simple clock in/out functions help keep time data accurate
• Empowers employees to easily view summary information and details of their time card data

TIMING

Available March 2023