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October 20, 2019 Release

Autosoft -

The latest release to the Autosoft Sales and F&I application contains the following enhancements.

Sales and F&I

Default Fee Calculation Toggle Added To California Licensing Fee Page

Benefit: Empowers California dealerships to decide whether licensing fees are automatically calculated or not. 

Details: California dealerships now have the option to set their licensing fees to calculate automatically from directly within Setup. Previously, the application would automatically calculate California licensing fees and override default amounts. The licensing fees page now includes a Calculate Fees Default toggle that allows the user to set the calculated licensing fees to automatically override the default. The toggle is set to No by default, meaning that calculated licensing fees will respect the flat fee default amounts.

To use the new toggle to set the application to calculate fees automatically, complete the following steps.

  1. Click Setup.
  2. Hover on Sales on the Setup menu bar and select Taxes & Fees.
  3. From the Select State dropdown, select California.
  4. Click Fees.
  5. On the Calculate Fees Default, click Yes.

CA_fees_default_toggle_Oct112019.png 

Sales and F&I

Tax Default Checkbox and Dropdown Option Added to Credit Insurance Setup for Indiana Dealerships

Benefit: Indiana dealerships now have the option to include life insurance and accident and health insurance to the taxable base payment calculation of a lease in compliance with Indiana state law.

Details: You can set credit insurance as taxable through one of two ways: the credit insurance screen in Sales Setup, or while desking deal.

To add life, accident, and health insurance to the taxable base payment calculation of a lease deal while desking a deal, complete the following steps.

  1. From the deal desking screen, click by Credit Insurance.
  2. On the Credit Insurance modal, click the Tax 1 check box.

CreditInsurance_Oct182019.png

To add life, accident, and health insurance to the taxable base payment calculation of a lease deal for a given insurance provider, complete the following steps.

  1. Click Setup.
  2. Hover on Sales on the menu setup bar and click Credit Insurance.
  3. Click on an existing Credit Insurance provider profile, or click New Plan.
  4. From the modal, select the Tax Types dropdown, and select a tax option. The Credit Insurance Overview modal opens.

 

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