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06Office
THE OFFICE · ACCOUNTING & PAYROLL
CONNECTED BY MOTIV

The books.
Connected to the work.

The books and payroll in one office, tied to the work behind them. Every RO, deal and pay run lands where it should, and the month closes without a scramble.

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Office in MOTIV · the one idea

One month. The books and the payroll, closed in the same place.

The office does receivables, payables, payroll and half of HR from one desk, and every lock waits on someone else. MOTIV puts the month, the pay run and the close on one screen, and says exactly what’s still open.

What stands out.

Ranked by what makes an office manager and a controller lean in.

01Office manager

The month, on one desk.

Cash reconciled, receivables open, payables due this week and gross pay for the open period, beside the month’s dates and what’s waiting on you. A number your seat can’t see says so in words, never $0.

The feeling it replaces
“I have four screens open to know where the month stands.”
The feeling it creates
“One look, and I know what’s left.”
Office · overviewSample data
02Controller

The close won’t lock with a step open.

Six steps in order, each signed off by a person. The lock names the step that’s still open. A closed month refuses new entries, and reopening it needs a reason with the earlier lock kept.

The feeling it replaces
“Somebody posted into a closed month again.”
The feeling it creates
“Closed means closed, and reopened has a reason.”
Office · the closeSample data
03Dealer principal

A statement by department, the way you read it.

Service, parts, sales, F&I and body shop each get a column with their own departmental net and account numbers on the lines. Schedules say tied, or off by how much.

The feeling it replaces
“I get one number and a phone call to explain it.”
The feeling it creates
“I see which department made the month.”
Office · booksSample data
04Payroll

The pay run tells you what’s stopping it.

Each step carries its blocker on the button and opens the screen that clears it. Before anything posts, the run shows what it puts on the books, by department.

The feeling it replaces
“I find the missing punch after the checks are printed.”
The feeling it creates
“The button won’t go until it’s right.”
Office · payrollSample data
05Department manager

Approve time between cars.

Punch edits and time off, one card at a time, with buttons sized for a thumb. Rejecting asks why, and the answer goes back with it. Every employee reads their own pay stub.

The feeling it replaces
“Payroll’s waiting on me and I’m on the drive.”
The feeling it creates
“Two taps, and payroll has it.”
Office · approvals
Approvals
Blocks the Oct 15 lock · 3
Marcus Reyes · punch edit
Oct 13 · 7:02 → 7:30 AM
Forgot to clock in
ApproveReject
Ana Ruiz · time off
Oct 24–25 · 16 h
Family trip
ApproveReject
Can wait · 1
Approve between cars
Reject · punch edit
Tell Marcus why
The reason goes back with the answer.
Your first job clock-on was 7:28. Let’s go over it at the huddle.
Send rejection
A reason, every time
My profile · time & pay
My pay stub
Pay date Oct 17
Flag hours86.4
Gross$2,851.20
Deductions$214.00
WithholdingNot computed
Everyone reads their own
Office · on the phoneSample data

Also standing out.

The parts of the back office most systems leave to a spreadsheet.

Bank reconciliation names the difference

The difference and the unmatched count, and what Finish will do, before you press it.

Statement · book$412,880 · $411,596
Difference · 4 unmatched$1,284.10

One posting, reversible with a reason

A pay period posts once, by department. Reversing it takes a reason and links the two entries.

Oct 1–15JE-1029Posted
Reverse postingReason required

Old bookmarks still land

Payroll and Accounting links, searches and shortcuts open the matching Office screen.

Accounting › BankOffice › Money in & out
Payroll › RunOffice › Payroll

One pay period, start to finish.

The office sees every step on one desk. Each person sees their own part.

  1. 1

    Punch

    The time clock.

    Their hours
  2. 2

    Approve

    Managers, from their phones.

    Approved, or a reason
  3. 3

    Run

    Blockers on the button.

    Nothing yet
  4. 4

    Post

    One entry, by department.

    Nothing yet
  5. 5

    Pay

    Pay date.

    Their stub
  6. 6

    Reconcile

    The bank, matched.

    Nothing — it’s handled
  7. 7

    Close

    Six steps, then the lock.

    A month that stays closed

Seat by seat.

How the day feels before and after, in each seat’s own words.

Office manager

“Everything is due and nothing says what.”

“The desk says what’s left.”

Controller

“Someone posted into September.”

“A closed month refuses the entry.”

Dealer principal

“One net number.”

“Net by department.”

Department manager

“Approving punches at my desk Friday night.”

“Approving them between cars.”

The little things.

Nobody buys on these. They’re why the office says “finally.”

  • A withheld amount says so in wordsa zero that looks like a balance
  • Reopening a month needs a reason“who opened September?”
  • Account numbers on statement lineshunting through the ledger
  • Rejecting asks whya punch denied with no reason
  • The month picker reads, never writeslocking a month by accident
  • Old Payroll and Accounting links still landbroken bookmarks
  • Screens you can’t open are hidden, not greyeda menu of locked doors
  • Payroll posts by departmentall wages in one account
  • Every employee reads their own stuba line at the office on payday

Close the month. Not the week after.

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INSIDE OFFICE

The tools behind
the momentum.

Let’s talk Office
01

The month, on one desk

Pay-period ends, pay dates, bills due and the close in one view, with what needs you first.

02

Books and statements

General ledger, schedules and a statement by department: service, parts, sales, F&I and body.

03

Money in and out

Receivables, payables and bank reconciliation, each saying what is open and what is off.

04

Run payroll

Time, pay plans and approvals in one run, with what it posts to the books shown before you post.

05

Time and PTO

Punch edits and time off approved from a phone, with the reason kept on a rejection.

06

The close

Six steps, a sign-off for each, and a locked month that only reopens with a reason.

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