Difference between revisions of "Branch"

(Tag: 2017 source edit)
 
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'''Branch'''
+
<div style="text-align: center;">
 +
[[Maintenance]] | [[Branch Aids]] | [[Company]] | [[Users]] | [[Users Group]]
 +
</div>
 +
==Branch==
 +
This maintenance screen allows users to add and configure Branches of their firms.
 +
=====Requirements before using Branch=====
 +
 
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Branch]]
 +
*#[[Company]]
 +
*#[[Users]]
 +
*#[[Users Group]]
 +
*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
 +
*#[[Company Aids]]
 +
*#[[Users Aids]]
 +
*#[[Users Group Aids]]
 +
 
 +
=====Branch Record List=====
 +
[[File:Branch Record List.png|center|thumb|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|center|thumb|830x830px|Adding Branch]]
 +
 
 +
{| class="wikitable oojeema-reports"
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Branch Logo
 +
|<span style="color: rgb(34, 34, 34)">• Logo of the Branch</span>
 +
|<span style="color: rgb(34, 34, 34)">• JPG/JPEG/PNG/GIF</span>
 +
|-
 +
|2.Branch Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Name of the Branch</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|3.Branch Type
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Type of  Branch</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|4.RDO Code
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Revenue District Office Code</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• RDO List Provided in the Field</span>
 +
|-
 +
|5.Line of Business
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Branch Line of Business</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|6.Company Tin
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Tax Identification Number of the Company</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|7.First Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• First Name of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|8.Middle Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Middle Name of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|9.Last Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Last Name of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|10.Contact Role
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Position of the Person in Contact</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|11.Phone
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Phone Number to be contact</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|12.Mobile
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Mobile Number to be contact</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|13.Address
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Address of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|14.Email Address
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Email Address of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|15.Signatory Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Name of the Authorized Signatory</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|16.Signatory Role
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Position of the Authorized Signatory</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|17.Signatory TIN
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Tax Identification Number of the Authorized Signatory</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|18.Accounting Period
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Type of Accounting Period to be applied on the branch.</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Calendar/Fiscal</span>
 +
|-
 +
|19.Period Start
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Start of Accounting Period</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• January to December</span>
 +
|-
 +
|20.Apply Withholding Tax On
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Account to be Applied when applying for Withholding Tax</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Accounts Payable/Payment Voucher</span>
 +
|}
 +
 
 +
Notes:
  
This maintenance screen allows users to add and configure Branches of their firms.
+
*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.
  
'''Branch Record List'''
+
*For detailed instructions on how to create a Branch, you can visit the Branch Job Aids which can be found [[Branch Aids|here]]
[[File:Branch Record List.png|center|thumb|Branch Record List]]
 
  
 +
<br />
 +
=====Editing Branch=====
 +
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]]
 +
{| class="wikitable"
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Branch Logo
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Logo of the Branch</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• JPG/JPEG/PNG/GIF</span>
 +
|-
 +
|2.Branch Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Name of the Branch</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|3.Branch Type
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Type of  Branch</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|4.RDO Code
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Revenue District Office Code</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• RDO List Provided in the Field</span>
 +
|-
 +
|5.Line of Business
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Branch Line of Business</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|6.Company Tin
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Tax Identification Number of the Company</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|7.First Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• First Name of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|8.Middle Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Middle Name of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|9.Last Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Last Name of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|10.Contact Role
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Position of the Person in Contact</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|11.Phone
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Phone Number to be contact</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|12.Mobile
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Mobile Number to be contact</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|13.Address
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Address of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|14.Email Address
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Email Address of the Contact Information</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|15.Signatory Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Name of the Authorized Signatory</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Text</span>
 +
|-
 +
|16.Signatory Role
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Position of the Authorized Signatory</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Alphanumeric</span>
 +
|-
 +
|17.Signatory TIN
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Tax Identification Number of the Authorized Signatory</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Number</span>
 +
|-
 +
|18.Accounting Period
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Type of Accounting Period to be applied on the branch.</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Calendar/Fiscal</span>
 +
|-
 +
|19.Period Start
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Start of Accounting Period</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• January to December</span>
 +
|-
 +
|20.Apply Withholding Tax On
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Account to be Applied when applying for Withholding Tax</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">• Accounts Payable/Payment Voucher</span>
 +
|}Notes:
  
'''Adding Branch'''
+
*For detailed instructions on how to edit a Branch, you can visit the Branch Job Aids which can be found [[Branch Aids|here]]
[[File:Adding Branch.png|center|thumb|604x604px|Adding Branch]]
 
  
 +
=====Branch View Record=====
 +
[[File:Branch View Record.png|center|thumb|Branch View Record]]Notes:
  
'''Editing Branch'''
+
*The user has an option to edit the details when viewing the Record.
[[File:Editing Branchv2.png|center|thumb|641x641px|Editing Branch]]
 
  
 +
*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]]
  
'''Branch Record Options'''
+
<br />
<br />'''Branch View Record'''
+
=====Assign Users to Branch=====
[[File:Branch View Record.png|center|thumb]]
+
[[File:Branch Assign Users.png|center|thumb|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 [[Branch Aids|here]]
  
'''Assign Users to Branch'''
+
<br />
[[File:Branch Assign Users.png|center|thumb|Branch Assign Users]]
+
{| class="wikitable"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
 +
|-
 +
|Maintenance
 +
|[[Maintenance]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]
 +
|-
 +
|Financials
 +
|[[Accounts Payable]]<nowiki> | </nowiki>[[Payment Voucher]]
 +
|-
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 +
|-
 +
|Maintenance Aids
 +
|[[Branch Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]
 +
|-
 +
|Financial Aids
 +
|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]
 +
|}

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
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
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