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Difference between revisions of "Branch"
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| − | == Branch == | + | ==Branch== |
This maintenance screen allows users to add and configure Branches of their firms. | This maintenance screen allows users to add and configure Branches of their firms. | ||
| − | ===== Branch Record List ===== | + | =====Branch Record List===== |
[[File:Branch Record List.png|center|thumb|Branch Record List]]Notes: | [[File:Branch Record List.png|center|thumb|Branch Record List]]Notes: | ||
*Deactivate Branches cannot be seen when logging in to the system. | *Deactivate Branches cannot be seen when logging in to the system. | ||
| − | ===== Adding Branch ===== | + | =====Adding Branch===== |
[[File:Adding Branchv2.png|center|thumb|830x830px|Adding Branch]] | [[File:Adding Branchv2.png|center|thumb|830x830px|Adding Branch]] | ||
| − | {| class="wikitable" | + | {| class="wikitable oojeema-reports" |
!Field | !Field | ||
!Description | !Description | ||
| Line 100: | Line 100: | ||
*When adding a Branch, the created branch can be seen when the user is trying to login. | *When adding a Branch, the created branch can be seen when the user is trying to login. | ||
| − | ===== | + | =====Editing Branch===== |
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]] | [[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 190: | Line 190: | ||
*Newly created Branches will ask for user group assigned when assigning Users. | *Newly created Branches will ask for user group assigned when assigning Users. | ||
| − | ===== Branch View Record ===== | + | =====Branch View Record===== |
[[File:Branch View Record.png|center|thumb|Branch View Record]] | [[File:Branch View Record.png|center|thumb|Branch View Record]] | ||
| − | ===== | + | =====Assign Users to Branch===== |
[[File:Branch Assign Users.png|center|thumb|Branch Assign Users]]Notes: | [[File:Branch Assign Users.png|center|thumb|Branch Assign Users]]Notes: | ||
Revision as of 10:53, 29 December 2020
Contents
Branch
This maintenance screen allows users to add and configure Branches of their firms.
Branch Record List
File:Branch Record List.png
Branch Record List
Notes:
- Deactivate Branches cannot be seen when logging in to the system.
Adding Branch
File:Adding Branchv2.png
Adding Branch
| Field | Description | Expected Values |
|---|---|---|
| 1.Branch Logo | • Logo of the Branch | • JPG/JPEG/PNG/GIF |
| 2.Branch Name | • Name of the Branch | • Alphanumeric |
| 3.Branch Type | • Type of Branch | • Alphanumeric |
| 4.RDO Code | • Revenue District Office Code | • RDO List Provided in the Field |
| 5.Line of Business | • Branch Line of Business | • Alphanumeric |
| 6.Company Tin | • Tax Identification Number of the Company | • Number |
| 7.First Name | • First Name of the Contact Information | • Text |
| 8.Middle Name | • Middle Name of the Contact Information | • Text |
| 9.Last Name | • Last Name of the Contact Information | • Text |
| 10.Contact Role | • Position of the Person in Contact | • Alphanumeric |
| 11.Phone | • Phone Number to be contact | • Number |
| 12.Mobile | • Mobile Number to be contact | • Number |
| 13.Address | • Address of the Contact Information | • Alphanumeric |
| 14.Email Address | • Email Address of the Contact Information | • Alphanumeric |
| 15.Signatory Name | • Name of the Authorized Signatory | • Text |
| 16.Signatory Role | • Position of the Authorized Signatory | • Alphanumeric |
| 17.Signatory TIN | • Tax Identification Number of the Authorized Signatory | • Number |
| 18.Accounting Period | • Type of Accounting Period to be applied on the branch. | • Calendar/Fiscal |
| 19.Period Start | • Start of Accounting Period | • January to December |
| 20.Apply Withholding Tax On | • Account to be Applied when applying for Withholding Tax | • Accounts Payable/Payment Voucher |
Notes:
- When adding a Branch, the created branch can be seen when the user is trying to login.
Editing Branch
File:Editing Branch.png
Editing Branch
| Field | Description | Expected Values |
|---|---|---|
| 1.Branch Logo | • Logo of the Branch | • JPG/JPEG/PNG/GIF |
| 2.Branch Name | • Name of the Branch | • Alphanumeric |
| 3.Branch Type | • Type of Branch | • Alphanumeric |
| 4.RDO Code | • Revenue District Office Code | • RDO List Provided in the Field |
| 5.Line of Business | • Branch Line of Business | • Alphanumeric |
| 6.Company Tin | • Tax Identification Number of the Company | • Number |
| 7.First Name | • First Name of the Contact Information | • Text |
| 8.Middle Name | • Middle Name of the Contact Information | • Text |
| 9.Last Name | • Last Name of the Contact Information | • Text |
| 10.Contact Role | • Position of the Person in Contact | • Alphanumeric |
| 11.Phone | • Phone Number to be contact | • Number |
| 12.Mobile | • Mobile Number to be contact | • Number |
| 13.Address | • Address of the Contact Information | • Alphanumeric |
| 14.Email Address | • Email Address of the Contact Information | • Alphanumeric |
| 15.Signatory Name | • Name of the Authorized Signatory | • Text |
| 16.Signatory Role | • Position of the Authorized Signatory | • Alphanumeric |
| 17.Signatory TIN | • Tax Identification Number of the Authorized Signatory | • Number |
| 18.Accounting Period | • Type of Accounting Period to be applied on the branch. | • Calendar/Fiscal |
| 19.Period Start | • Start of Accounting Period | • January to December |
| 20.Apply Withholding Tax On | • Account to be Applied when applying for Withholding Tax | • Accounts Payable/Payment Voucher |
Notes:
- Newly created Branches will ask for user group assigned when assigning Users.
Branch View Record
File:Branch View Record.png
Branch View Record
Assign Users to Branch
File:Branch Assign Users.png
Branch Assign Users
Notes:
- Newly created Branches will ask for user group to be assigned before proceeding on Assigning users.