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Difference between revisions of "Branch"
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| + | <div style="text-align: center;"> | ||
| + | [[Maintenance]] | [[Branch]] | [[Company]] | [[Users]] | [[Users Group]] | ||
| + | </div><br /> | ||
==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. | ||
| Line 199: | Line 202: | ||
<br /> | <br /> | ||
| + | {| 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]] | ||
| + | |} | ||
Revision as of 10:58, 25 January 2021
Maintenance | Branch | Company | Users | Users Group
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.
| 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 |