Accounting Resources and Forms

Check Request
Check Request Table
Uncap Deal Request
Kick A Deal
Kicked Deal Table
Accounting Team Responsibilities
Hold Check Authorization

  • Accounts Payable (All Locations)

    Ap Smart Processing*^

    Check Refund Request*^

    New Vendor Setup*^

    Out of Deal Check Request*^

    Oem Invoices*^

    Ap & Warranty Schedule*^

    Warranty Billing*^

    Sublet Reconcilliations*^

    Drivers Checks^

    ‍ ‍Deb * Mary ^

    Email: Deb Lazzell or Mary Ogden

  • Accounts receivable (All Locations)

    Receipt all checks

    Vehicle funding payments

    Phone payment processing

    Warranty receivables cleanup

    New credit account setup

    Product cancellations

    Update GAP logs

    Holdbacks & AR statements

    Vehicle billing assistance

    Email: David Ocampo

  • Payroll (All locations)

    ‍‍

    Weekly & bonus payroll processing

    Commission & bonus calculations

    HSA, 401k & medical accounting

    Daily cash & deposit reporting

    Salesperson payroll management

    Daily deposit pickups

    Deal label processing

    Email: Melinda Palmer 

Vehicle Processing Group

Columbus Locations

  • Melissa Heberstreit

    Title Processor (All State)

    Missing Title Followup

    Incoming Titles/MSO's

    Vitu- Inquiries

    Duplicate Titles

    Email: Melissa

  • Alyssa Holloway 

    Title Processor (All State)

    Missing Title Followup

    Dealer Trades

    Buy Bids

    New Vehicle Check In-(Backup)

    Auction Purchases (Back-up)

    Intercompany Transfer (Backup)

    Email: Alyssa

  • Tamela Cline 

    ‍‍

    Lead Vehicle Billing Clerk

    Update Gap Log

    Mail Payoff Checks

    Accelerated Title Payoffs

    Mail Referral Checks

    We Owe Schedule

    In-Deal Check Requests

    Update CIT Shelf

    FOC/JOC/HOC Deposit
    Pickup

    Deal Labels

    Email: Tamela

  • Debbie Dugan

    New Vehicle Check Ins

    New Vehicle Invoices

    Auction Purchases

    Incentives/Rebates
    Receivables

    Intercompany Transfers

    Email: Debbie

  • Adria Cox

    Deal Scanning

    Document Manager-Deal Scanning

    Create Trade In Jackets

    Email: Adria

Muncie Operations

  • Kristen Robinson

    Processing deals*

    Trade payoffs*

    We-owe schedule*

    Inventory schedule cleanup*

    GAP log*

    Cash & CC daily deposits*

    Incentives*

    Salesman payroll*

    In-deal check request*

    Email: Kristen

  • Shelby Cloyd

    Vehicle inventory^

    Creating deal jackets^

    Title processing^

    Wholesale deal processing^

    Scanning invoices to APSmart^

    Daily deposit backup^

    Gas cards^

    Email: Shelby

Indy & Lebanon Operations

  • Leslie Morningstar

    Vehicle Funding

    GL Account Review

    Financial Submission

    Schedule Cleanup

    Location/Floor adds and payoffs

    Email: Leslie

  • Amy Trombley

    Processing Deals

    Trade Payoffs

    We-owe Schedule

    Inventory Schedule
    Cleanup

    Gap Log

    Cash & CC daily deposit

    Incentives

    Salesman Payroll

    In-Deal Check Request

    Email: Amy

  • Shalyn England

    Vehicle Inventory

    Creating Deal Jackets

    Title Processing

    Wholesale Deal Processing

    Scanning Invoices to
    APSMART

    Daily Deposit(Backup)

    Gas Cards

    Email: Shalyn