Why Create a New Branch?
Within Enterprise a "branch" is defined as an individual location or line of business within an entity. Setting them up is a relatively easy endeavor.
Reason's for creating a new branch may include but are not limited to:
- Opening a new office
- Separating an existing office into different lines of business
How to Create a Branch:
Begin by navigating to the (1.) all options section of your navigation tree, from here you will find the (2.) administration section.
You will then select (3.)branch.
To create a new branch select the symbol in the upper right hand corner of the screen. Doing so will populate a new branch under the existing branch column:
*Note* all required fields must be filled to save your work and to safely navigate away from this workspace.
Enter the following information:
- (4.) Indicates the current status of this branch and whether it will be displayed within hierarchy selection.
- (5.) Indicate's whether or not the branch will be made available for selection in HRCenter.
- (6.) Branch name as it will appear in branch selection drop downs.
- (7.) Branch name as it will appear within hierarchy wizard.
- (8.) Entity that the branch belongs to.
- (9). Physical location of branch or line of business.
- (10.) State wherein the branch resides.
- (11.) Zip code where in the branch resides.
- (12.) Primary fax number associated with branch if none exists use N/A
- (13.) Default email or email group to which automatic email's are forwarded.
- (14.) A referential field for determining preferred branch invoice date
- (15.) EINC associated with this branch, this will coincide with branch parent.
- (16.) Default banking information which will populate throughout enterprise.
*Note* These drop-downs can be setup from the gls bank account section of administration
- (17.) This is used as a field to store the number or name of the branch as it is in your accounting software.
- (18.) The default worker Comp code as it will populate within the customer record in enterprise.
- (19.) This check box allows the sales tax to be based on the gross profit of the transaction rather than the total bill of the transaction. This would apply to all transactions within the branch.