Branches

If your business operates branches in addition to its headquarters, you can add and manage within your organization.

Add a branch and assosiate it with records

To add one or more branches to your organization, go to Settings > Branches from the main menu. Then, click +Add, to open the form with the required fields.

Once you' ve added a branch, you can associate it with the following:

• Sales invoices

• Credit notes

• Delivery notes

• Estimates

• Recurring invoices

• Bills

• Supplier credits

• Recurring bills

• Expenses

• Recurring expenses

• Payments received

• Payments sent

• Recurring payments received

If you leave the branch field empty, the record will be associated with your business headquarters by default.

Branch data in Reports

You can export data per branch from the Reports, giving you a comprehensive overview of your Sales & Purchases, and Payments received & sent.

Specifically, all Sales, Expenses & purchases, and Cash flow reports related to these record types allow you to group the data by branch, while a filter and a corresponding column are also available.

In the example shown below, we’ve applied the Group results by branch option in Sales detail report, and the report displays the relevant data and totals.