10.23 Cross-Divisional Service Charges

KB 3232, Release Note, Accounting Development, 10/17/2025

10.23 delivers a breakthrough enhancement that empowers Dealerships to seamlessly manage Service Charges across multiple Divisions while delivering professional, consolidated Customer Statements that raise the standard for billing excellence.

By simplifying complex billing and streamlining administrative workflows, this feature supports payment clarity, reduces Customer inquiries, eliminates confusion, and turns what was once a time-consuming burden into a competitive advantage - enhancing enterprise operations and showcasing your commitment to Customer service excellence.

Setups

Prerequisites

• Divisions: Multiple Divisions must be configured in the system.

• Service Charges: Service charge setups must be defined for each applicable Division.

How To Use

Apply Service Charges

The Apply Service Charges feature has been enhanced to support multi-Division processing. Users can now select multiple Divisions at once, allowing all related Invoices to load into a single window while still preserving Division-specific Service Charge calculations based on the Customer's record.

The updated window also includes improved Account and Division columns for clearer visibility and easier management.

To view these changes, follow the path: Accounting > Accounts Receivable > Apply Service Charges

Steps

1. From the left-main menu, select Apply Service Charges . A Division Selection window will prompt you to choose one or more Divisions.

2. Select the desired Accounts and Customer.

3. Click Load to display all Invoices for the selected Divisions.

4. Review the enhanced display with Account and Division columns for added clarity.

5. Click Update to apply Service Charges to the Customer account.

Generate Statements

The Generate Statements function now includes a Service Charges field that gives Users flexibility in how Service Charges are displayed on Customer Statements. You can choose to show Service Charges as either:

• Consolidated: A single summarized line item.

• Detailed: Separate entries for each charge.

To view these changes, follow the path: Accounting > Accounts Receivable > Generate Statements

Display Options

The Service Charges field provides two flexible display formats for Customer Statements:

• Divisional - Separate: Displays a detailed breakdown of Service Charges by Division (existing format).

• Enterprise - Combined: Consolidates all Service Charges into a single line item for a simplified presentation.

Note: The Service Charges field is only available when multiple Divisions are selected and the Summary detail level is chosen for the statement.

Steps

1. From the left-main menu, select Generate Statements . A Division selection window will appear prompting you to choose multiple Divisions.

2. In the Service Charges field, select either Enterprise - Combined or Divisional - Separate.

3. Configure the remaining statement parameters as needed.

4. Click Print Preview to generate the statement.

Statement Examples

Divisional - Separate View

Enterprise - Combined View