Use the Branches configuration area to maintain branch records within the Company configuration. Administrators perform this task when branch information must be reviewed or updated. The branch form is available from the Company configuration area.
Before you start
Sign in to the application before opening the branch form.
Ensure that you can access the Company configuration area and the Branches option.
Steps
Navigate to Configurations > Company.
CompanyCompany — Configurations › Company › Branches
Select Branches to open the branch configuration area.
Open the branch record that you need to configure. Review the information displayed in the branch form.
After completing the required branch configuration, select Save.
Select Save and Close when you are ready to finish from the branch form.
BranchesBranches — Configurations › Company › Branches › Branches
Tips & cautions
Note: The branch form is available for both existing branch records and new branch records.
Tip: Select Save before leaving the branch form.
Troubleshooting
You cannot open the branch form → You are not signed in → Sign in to the application and then return to Configurations > Company > Branches.
You cannot locate the branch configuration area → You are not in the Company configuration area → Navigate to Configurations > Company and select Branches.
Result
The branch configuration task is completed from the Branches form.
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