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ALMSys® 5.8 Development Information
(From Richard Stephens, Chief Software Developer)
(Revised 03/14/2011)
5.8 is READY.
You must be on version 5.7 before going to 5.8.
Click here for upgrade instructions.
Quick Calc
A new screen has been added that will perform quick lease and loan calculations, without having to go into the New Deal
Wizard. It is accessed through a calculator button on the bottom row of the speed buttons on the main screen. With
this screen, you will be able to load the calculation data from the existing deal, or start from scratch. The calculated
results may be printed in amortization, payment schedule, or quote formats.
Depreciation
A field has been added that acts as a life-to-date (LTD) book adjustment. The primary purpose of this new field is to
facilitate balancing the depreciation for new ALMSys installs.
The depreciation screen has been completely revised to facilitate data entry. Its readability has improved as well. This
screen is taller than what the average screen resolution shows. There is a vertical scroll bar present for moving up
and down.
Payment Changes
The individual Payment Post screen now identifies the account number, name, and control number of the customer.
The "Pay by Account" function will now let you specify a check number and "how paid" that will be applied against all deals being paid.
Leveraged Financing
The Leveraged Financing screen has been completely revised. It was a bit "clutsy" and needed simplification. The new
screen flows much better and is easier to use for inputting new deals. This screen is taller than what the average
screen resolution shows. There is a vertical scroll bar present for moving up and down.
Automatic Lease Extension Revisited
ALMSys version 5.6 introduced the ability of allowing a lease to automatically extend itself when the term is reached.
In support of this feature, a default has been added to the Location Maintenance "Other" page that will allow you
to have this feature turned on as new leases are added.
Total Owed Screen & Vehicle Termination Worksheet
Did you know that if a lease customer still owes money at the end of a lease that it may still be billed? This function
is performed through the Vehicle Termination Worksheet screens. Many of you are unaware of this feature.
You may also specify add-on charges, such as wear & tear, repossession fees, over mileage fees, etc.
Once the
Termination Worksheet data has been input, running the "Lease Termination Settlement" report will create statements.
Payments for terminated leases are input through the Vehicle Termination Worksheet screens.
The Total Owed screen has been modified to show terminated leases that have an outstanding balance owed from the Vehicle
Termination Worksheet screen. Active leases will show up in black in the grid and terminated leases will show up in red.
Delinquent Letters
You may now have multiple levels of delinquent letters, one for each of the delinquent day ranges: 1-14, 15-29, 30-59,
60-89, and 90+. Define each letter via the Account - Communicate screen. Then, go to the Tools - Preferences - Reports
screen to specify which day range is to get which letter. (By default, each level will receive the current
"DelinquencyLetter.rtf" template.)
Name & Address Screen
The Name & Address screen has been completely revised. The tabbed notebook was removed and the fields have been grouped by
primary, secondary, and general settings. This was done to facilitate data entry. The new screen is taller than what the
average screen resolution shows. There is a vertical scroll bar present for moving up and down.
New Reports
- "Deals by Rep." report. Provides a printed report of deals by rep. code assigned.
- "Lease Extension Report." Provides a printed report of active leases that have been extended.
- "Projected Profit & Sales" report. Provides a printed report of projected profit and new sales.
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