Posts Tagged ‘auto dealer software’

What Resources are Available to help Print 1099 Forms in DealerTrack’s web based DMS

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The DealerTrack DMS Training Department has developed a series of 1099 Frequently Asked Questions. Topics include printing, entering DBAs, alignment and printer loading, and correcting inaccuracies or omissions.

1099_Forms

Please take the following link to view the 1099 FAQs: https://www.arkona.com/website_09/support/wiki/index.php/Year_End_Process_FAQs#1099

How to run a Financial Analysis with DealerTrack DMS

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The Financial Analysis tool is a powerful reporting feature that allows you to build customized reports on any combination of general ledger accounts.  Use this tool to help build your budgets, forecast expenses, analyze trends, and much, much more.

With Financial Analysis reports, you can display up to 16 columns of customized information and print up to 12 columns. You can drill down to any dollar amount in the analysis, either to the GL journal or the source document. Other Dealer Management Software companies, including ADP and Reynolds and Reynolds, do not have this feature, making it unique to the DealerTrack Dealer Management System. You can also set up forecasts to see if you are meeting their goals throughout the month. Some owners may be interested in trended expense reports to monitor their expenses.

The Financial Analysis screen can be reached from the General Ledger application menu.

User Guide

After selecting “financial Analysis” from the General Ledger application menu, the screen that displays lists all Financial Analysis reports that have been created and saved.  The following Options and Functions are available from this screen:  Line options that are available from the Financial Analysis Report List Screen Are:

  • 1=Work With – Use this option to build or modify a report.
  • 2=Edit – Displays the Financial Analysis Report Definition Screen. Make changes to the Report Title and report lines from this screen.
  • 5=Display – Displays the report.
  • 6=Print – Prints the report selected. When this option is used, the Financial Analysis View Selection Screen will display.
  • 8=Forecast – Allows different forecast amounts/units to be entered for any G/L line in the report.
  • 9=Print Exception- Lists accounts not routed in a doc according to selected type and department, and lists accounts routed more than once in a doc. This can be used for troubleshooting purposes.
  • 10=Security – Add display/change security to different users. Use this option to display the Financial Analysis Report Security Window for the selected report.
  • OK – Confirms selection of the indicated option
  • Exit – Returns to the General Ledger application menu
  • Add – Displays the new report definition window, for building a new report. Previously built reports will display on the Financial Analysis list screen.

GL_Finanical_Analysis_List_screen

Quick Start Guides

For more information on using the Financial Analysis function please visit the DealerTrack Wiki by clicking on one of the links below.

    Forgot your Dealer Management System Password

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    wiki log in

    If you have forgotten your password to access the DealerTrack Dealer Management System, help is closer than you think.  Passwords to the system can only be created and reset by the Security Officers in your dealership.  Most dealerships have several officers that control passwords to the auto dealer software.   Make sure you familiarize yourself with who these people are within the dealership.  They have the access to reset your password at any time.  Once reset, you will log on using your DealerTrack DMS ID as both the ID and Password and the auto dealer management software will give you the opportunity to enter a new and unique password.  Please remember that three attempts to connect with the wrong password can disable your workstation’s connection requiring you to call into support.

    2009 NADA Survey Results

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    NADAorg_CPS

    On October 27th, 2009, NADA released the results of their 2009 Bi-Annual Survey of Dealerships Satisfaction with Dealer System Providers’ Products and Services. Friedman-Swift Associates, a neutral 3rd party, conducted the survey with 984 dealership employees responding. I like to thank everyone who participated in the study as it is a vital benchmark for the DMS industry.

    Click here to download more information about the 2009 NADA Survey Results.

    DealerTrack DMS, formally known as Arkona, made dramatic improvements from 2007’s survey and outperformed industry in 2009’s survey. Our 2007 survey results were consistent with the industry average but we knew we could perform at a much higher level. Our DMS team set high goals and has worked extremely hard over the last two years to achieve them. I’m very proud of our accomplishments and I can’t wait to see what we’ll achieve in the next two years.

    While we are very pleased that DealerTrack has risen well above the industry average, it’s concerning that the industry as a whole has failed to perform at an acceptable level. We plan to lead the industry in customer satisfaction and continue to develop a Dealer Management System that truly satisfies with robust functionality, low prices, and great customer service. Our hope is that the industry follows our lead and reverses their negative trend.

    The Dealer Management System Blog will provide support for DealerTrack DMS

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    Kevin Carly

    My name is Kevin Carly, Senior Manager of Client Services for DealerTrack DMS. Thank you for joining us on The Dealer Management System Blog. I bring to DealerTrack nearly 20 years of Service Delivery and IT Service Management background from various industry leaders around the world. My primary goal here is to help you get the most out of your DealerTrack DMS experience.

    Take the time to read my posts, ask questions, and get involved. I’ll provide you with helpful tips and answers the questions you need answered. Take a look at the “Tip of the Week” or “Q&A” sections or use the “Ask an Expert” button to request a discussion on any topic you wish. Do you have technical or customer service related inquiries? Send them my way. I am pleased to be your gateway to industry and system experts who can provide authoritative responses.

    I enthusiastically invite you to engage with us to improve your knowledge and understanding of the DealerTrack DMS system. We’re here to help you take your DMS skills and efficiency to the next level.