Accounting - Corporate Head Office Module

This module allows consolidated views and centralized control of various activities from multiple store locations.

Corporate Head Office Module 

Each Corporation can be configured to include a number dealer stores, and will have a dedicated Corporate Code to access this service. The Corporate Code will be given to you by DealerVu.

Corporate Head Office (CHO) system requires a Master Chart of Accounts. You can create a new Master Chart of Accounts or DealerVu can create one for you using an existing Chart of Accounts from one of your stores. You will need to link store Chart of Accounts to the Master Chart of Accounts in all stores.

Step 1.   Install the Corporate Head Office Module on your workstation.

You will be given a link to install The Corporate Head Office Module. Follow the steps on the installation Wizard.

During installation, you will be asked for Server Name. Please enter:  corporateoffice.dealervu.com

Once this is installed, you will see a new Icon on your desktop:

Double click on the icon to open it. Then Go to Tools > Options.  
 

Here, you will enter your unique Corporate Code (given to you by DealerVu) and check the SSL check box. Make sure the Server value is corporateoffice.dealervu.com. Then, hit OK.  
 

NOTE: All Dealerships will have a unique Corporate Code that you will receive from DealerVu.

This will configure the CHOM client for your corporation.  

To log in, you will go to File > Log In:

                                   User Name:   admin

                                   Password:   (to be given to you by DealerVu)

It is recommended that you change the password after you have logged in.
 

Step 2.   Linking your stores.

Log-in to the DealerVu software and go to System Settings > Company > Store. You will need to enter CHO service connection information in each store.  

Double click on a store to open the Company Store module. On the Third Party Accounts tab, scroll down to DealerVu Web Services.

Here, for the DealerVu Corporate Head Office Web Services value, you will enter the following URL: https://corporateoffice.dealervu.com/DealerVuCHO/CorporateOfficeService.svc . This will need to be done in each of your stores.
 

Save and close DealerVu, then reopen DealerVu.

Step 3.   Mapping your Chart of Accounts.

Go to System Settings. You will now see a new Setting called Corporate Head Office.

Click on Corporate Head Office > Corporate Master Accounts Setup.

Now you will proceed to Map your GL accounts.

Note: If you have chosen a pre-existing Chart of Accounts from one of your stores (to be the Master Chart of Accounts), you will not need to map that store, but you will need to map all others.

This will open the Corporate Master Accounts Setup screen.

If the Master GL accounts match your store’s Chart of Accounts, the system will automatically map these together. To map non-matching accounts:

1. Highlight a Master Account at the top of the screen;
2. In the lower half of the screen, select one or multiple accounts to map by checking the box, and hit ‘Add’. All the mapped accounts will be marked with a red flag if they are still shown in the lower half of the screen. We recommend to check off “Show Unassigned Only” box and click “Refresh” button after you add some store accounts to Master accounts. This will remove mapped accounts from the lower half of the screen and make it easier for next mapping because remained store accounts will be fewer and fewer. We also recommend to save the data frequently while you do the mapping.

The mapped account(s) will appear in Master Chart of Accounts with a yellow paper icon.
 

When you have finished mapping your accounts, the bottom half of the screen will have no more accounts listed.  

Step 4.   Using Corporate Head Office application

You will be able to run the following reports:

• Balance Sheet;
• Chart of Accounts;
• Income Statement;
• Trial Balance.

In the reports, you will be able to select an individual or a consolidated report. (Your store names will appear here):

 

In Accounting, you will be able to manage the Master Chart of Accounts. To create a new GL account, just click on ‘New Account’. New accounts, when created, will need to be mapped in DealerVu.

 

Note: The Payable Transactions link is not accessible at this time.  

In System Settings, you will be able to manage (create/modify) your users. You can add a new user by clicking on ‘New User’.

 

In Corporate Vendors, you will be able to manage a Master Vendor list. DealerVu can import the initial Master Vendor list from a store of your choice. You will need to link the store Vendor list to the Master Vendor list in all stores. This feature will be used in a future build of Corporate Head Office.

At that time, you will be able to use the ‘Payable Transactions’ link. This feature will allow you to see and manage all Payables for all of your locations.