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 Now
Does not require additional steps to begin using.




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.

6048 - Vendor Management - Getting Started

6053 - Vendor Management - Adding and Updating Vendor Information


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


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

AVAILABLE SOON - YOOZ FEATURES



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

Our new, state-of-the art interface creates a streamlined, user-friendly workflow with a clearer view of open invoices and easier payment processing.


BENEFITS

Take advantage of an improved approval process and Virtual Card integration.

  • Save staff time with a simpler user experience
  • Improve end-to-end procurement payment and reconciliation
  • Seamlessly and securely connect the JP Morgan Virtual Card to CDK Drive
  • Prevent out-of-balance issues with advanced visibility
  • Create check disbursement on your schedule with the Checks Queue Save option

Additional benefits of using Virtual Credit Card Payments integration

  • Protect against fraud and misuse
  • Easy reconciliation with separate check and virtual card bank settings
  • Improve cash flow by using the virtual card 30-60 float


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

6324 Virtual Card Payment Course

6286 - CDK Drive: Using CDK Forms Management


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


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 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
  • More details to come!


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.


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

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

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




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

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

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.


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
  • Supports Power Posting
  • 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.


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, May 14 | 11:00 a.m. – noon CT
Tuesday, June 18 | 11:00 a.m. – noon CT
Tuesday, July 23 | 11:00 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 updated 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