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Floor Plan

Keep floored inventory, curtailments, and payoffs straight.

Voltra reconciles your floorplan lender and GL report data against your books. Upload the reports, configure your payoff rules, map your GL accounts, and add reconciliation notes so your accounting team is not paying interest on units that should have been curtailed or paid off weeks ago. Voltra reads from your systems and never writes back to them.

The problem: your books, your lender, and your GL all say something different

Floorplan discrepancies are quiet and expensive. The lender says you owe interest on 87 units. Your GL says 79. The dealer says some were paid off but nobody updated the lender file in time. The difference sits there, compounding, until someone manually reconciles it or you get the curtailment notice.

Most stores reconcile this in a spreadsheet that one person in accounting rebuilds from the lender statement every month. When that person is out, nothing gets done. When the file does not match the GL, the investigation starts from scratch.

How Voltra manages dealership floor plan reconciliation

Your accounting team uploads the lender and GL reports directly into Voltra. The floor plan module reconciles the imported data and surfaces what does not line up. From there, everything is configurable and annotated inside Voltra: payoff rules and minimums, GL account mappings, and reconciliation notes on individual units. The tracking view itself is read-only, built from those uploaded reports. The interactive work is the configuration and annotation on top of it.

Upload-based, not a live lender connection

Voltra does not pull live from your floorplan lender. Your team uploads lender and GL reports and Voltra reconciles the imported data. No live connection, no auto-curtailment, no writes to the lender or your DMS. Your accounting process stays in your hands.

What your team actually does in Voltra

Four things your accounting team configures and manages inside Voltra for floor plan. Voltra is the system of record for all of them.

Reconciliation Notes
Add, edit, and delete notes on individual units so context travels with the data, not in a separate email thread.
Payoff Rules & Minimums
Configure payoff rules and minimums once. The reconciliation engine applies them to every uploaded report going forward.
GL Account Mapping
Map each floor-plan GL account so imported data lines up against your actual chart of accounts.
Report History
Upload and manage lender and GL report history. Prior uploads stay on file so you can look back without hunting through email.

Why this matters: interest adds up fast on floored units

Every unit that should have been curtailed or paid off but is still floored is interest you are paying for nothing, every single day, until someone catches it. A dozen units carrying charges they should not for a few weeks is a line item worth cutting. Miss it consistently for a year and it stops being a rounding error in your monthly statement.

Configuring payoff rules and minimums in Voltra means your accounting team has a consistent framework to apply, not a judgment call made differently each month depending on who runs the statement.

Who handles floor plan in Voltra

Your accounting team runs the floor plan module. They upload the reports, work the reconciliation, configure the rules, and add notes. Controllers and GMs can view the tracking data without touching the configuration. Access is scoped by role so the right people have the right level of access.

Accounting
Uploads reports, maps GL accounts, configures payoff rules, adds reconciliation notes.
Controller
Reviews the reconciliation output and tracks outstanding discrepancies.
GM / Owner
Sees floored inventory position and aging without digging into the lender statement.

Part of a broader accounting and operations layer

Floor plan reconciliation sits inside a larger accounting module that includes GL schedule reconciliation, remittance processing, and account classification. If you are already working the GL in Voltra, floor plan fits into the same workflow. See how GL reconciliation works for the full picture on the accounting side.

Voltra connects to 12+ source systems across your dealership stack. Floor plan data comes in through file upload today. For how data flows from your DMS and other tools into Voltra, see multi-source integration. For the unified view across all modules, see the unified dashboard.

Sits on top of your existing stack. Never writes back.

Voltra is additive. It reads from the systems you already run and never writes back to your DMS, your lender, or any external system. Nothing gets replaced or migrated. Your team layers Voltra on top of what is already there and uses it to work the reconciliation, not to replace the process.

The same principle applies across every Voltra module. See how it works on your data in a 15-minute walkthrough.

Common questions about floor plan management

Upload your lender and GL reports into Voltra. The floor plan module reconciles the imported data against your books and surfaces discrepancies. From there your accounting team adds reconciliation notes, configures payoff rules and minimums, and maps the right GL accounts so every floored unit is accounted for correctly.

The reconciliation view in Voltra compares your uploaded lender report against your GL data so you can see units where the books do not match what the lender is charging. Payoff rules and minimums are configurable so your team can catch curtailment and payoff timing issues before the interest hits.

No. Voltra does not pull live from your floorplan lender. Your accounting team uploads lender and GL reports, and Voltra reconciles the uploaded data. There is no live connection to your lender, and Voltra never writes back to the lender or your DMS.

Yes. Payoff rules and minimums are configurable inside Voltra. Your team sets the rules once and the reconciliation engine applies them to uploaded report data going forward. These rules, along with GL account mappings and reconciliation notes, are stored in Voltra and it is the system of record for that configuration.

In the floor plan settings your accounting team maps each floor-plan GL account. That mapping drives how imported lender and GL report data lines up against your chart of accounts so the reconciliation output reflects your actual books.

No. Voltra is additive. It reads from your existing systems and never writes back to your DMS. Floor plan tracking in Voltra is built on top of your existing tools, not instead of them. Your DMS and lender remain the source of truth for the deal and the line; Voltra is where your team reconciles the two.

Typically your accounting team. They upload the lender and GL reports, configure payoff rules and GL account mappings, and add reconciliation notes. GMs and controllers can view the tracking data to see where floored inventory stands.

No. Voltra does not auto-curtail or initiate any payoffs. It reconciles your uploaded reports, surfaces discrepancies, and lets your team configure the rules and notes that guide that process. All payment actions happen outside Voltra through your lender.

Stop paying interest on units you already paid off.

Free 15-minute walkthrough using sample data. We will show you what floor plan reconciliation looks like on the systems you already use.

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Free · 15 minutes · No commitment · Talk to someone who has run a dealership