How to Setup a Branch

Branch Accounting 

Branch accounting allows the user to track and report information at the organization or break it down by location (Branch).  The reporting engine allows to report globally (total for all the locations) or display the information per location.  

How to create a Branch 

1. Left Menu > Setup > Accounting > Branch 

2. Click + Add Branch 

3. Enter Name of Branch (Location)  

4. Save 

5. Repeat 

6. On the grid, you can select the plus button in order to add more branches 

How to assign a Branch name to a Location 

Once this is complete the Branch names, you will need to assign the branches to your locations. 

Here are the steps: 

1. Setup 

2. Organization 

3. Locations 

4. Select the pencil beside the location 

5. Financial 

6. Select the drop and select the correct branch 

7. Select the orange checkmark 

8. Save 

9. Repeat steps 4-8 till all locations have been assigned a branch