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Difference between revisions of "Branch"

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<div style="text-align: center;">
 
<div style="text-align: center;">
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[[Maintenance]] | [[Branch]] | [[Company]] | [[Users]] | [[Users Group]]
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[[Maintenance]] | [[Branch Aids]] | [[Company]] | [[Users]] | [[Users Group]]
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</div><br />
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</div>
 
==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.
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=====Requirements before using Branch=====
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*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Branch]]
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*#[[Company]]
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*#[[Users]]
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*#[[Users Group]]
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*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
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*#[[Company Aids]]
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*#[[Users Aids]]
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*#[[Users Group Aids]]
  
 
=====Branch Record List=====
 
=====Branch Record List=====
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*Deactivate Branches cannot be seen when logging in to the system.
 
*Deactivate Branches cannot be seen when logging in to the system.
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**Status of Branches can be seen under [[Branch]] Maintenance Module.
  
 
=====Adding Branch=====
 
=====Adding Branch=====
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*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.
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*The system will ask for a [[Users Group]] for newly created Branch when assigning Users.
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*For detailed instructions on how to create a Branch, you can visit the Branch Job Aids which can be found [[Branch Aids|here]]
  
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<br />
 
=====Editing Branch=====
 
=====Editing Branch=====
 
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]]
 
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]]
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|}Notes:
 
|}Notes:
  
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*Newly created Branches will ask for user group assigned when assigning Users.
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*For detailed instructions on how to edit a Branch, you can visit the Branch Job Aids which can be found [[Branch Aids|here]]
  
 
=====Branch View Record=====
 
=====Branch View Record=====
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[[File:Branch View Record.png|center|thumb|Branch View Record]]
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[[File:Branch View Record.png|center|thumb|Branch View Record]]Notes:
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*The user has an option to edit the details when viewing the Record.
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*For detailed instructions on how to assign users in a Branch, you can visit the Branch Job Aids which can be found [[Branch Aids|here]]
  
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<br />
 
=====Assign Users to Branch=====
 
=====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:
  
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*Newly created Branches will ask for user group to be assigned before proceeding on Assigning users.
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*Newly created Branches will ask to create a [[Users Group]] to be assigned before proceeding on Assigning [[Users]].
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*Users must be on '''ACTIVE''' status in order to proceed on assigning it to the specific branch.
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**This can be seen in [[Users]] Maintenance Module.
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*For detailed instructions on how to assign users in a Branch, you can visit the Branch Job Aids which can be found [[Branch Aids|here]]
  
 
<br />
 
<br />

Latest revision as of 11:39, 4 May 2021

Branch

This maintenance screen allows users to add and configure Branches of their firms.

Requirements before using Branch
Branch Record List
File:Branch Record List.png
Branch Record List

Notes:

  • Deactivate Branches cannot be seen when logging in to the system.
    • Status of Branches can be seen under Branch Maintenance Module.
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.
  • The system will ask for a Users Group for newly created Branch when assigning Users.
  • For detailed instructions on how to create a Branch, you can visit the Branch Job Aids which can be found here


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:

  • For detailed instructions on how to edit a Branch, you can visit the Branch Job Aids which can be found here
Branch View Record
File:Branch View Record.png
Branch View Record

Notes:

  • The user has an option to edit the details when viewing the Record.
  • For detailed instructions on how to assign users in a Branch, you can visit the Branch Job Aids which can be found here


Assign Users to Branch
File:Branch Assign Users.png
Branch Assign Users

Notes:

  • Newly created Branches will ask to create a Users Group to be assigned before proceeding on Assigning Users.
  • Users must be on ACTIVE status in order to proceed on assigning it to the specific branch.
    • This can be seen in Users Maintenance Module.
  • For detailed instructions on how to assign users in a Branch, you can visit the Branch Job Aids which can be found here


Categories:
Modules
Maintenance Maintenance | Branch | Company | Users | Users Group
Financials Accounts Payable | Payment Voucher
Job Aid Modules
Maintenance Aids Branch Aids | Company Aids | Users Aids | Users Group Aids
Financial Aids Accounts Payable Aids | Payment Voucher Aids
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