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Difference between revisions of "Branch"
(Tag: Visual edit) |
(Tag: Visual edit) |
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
[[Maintenance]] | [[Branch]] | [[Company]] | [[Users]] | [[Users Group]] | [[Maintenance]] | [[Branch]] | [[Company]] | [[Users]] | [[Users Group]] | ||
| − | </div | + | </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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*Deactivate Branches cannot be seen when logging in to the system. | *Deactivate Branches cannot be seen when logging in to the system. | ||
| + | **Status of Branches can be seen under [[Branch]] Maintenance Module. | ||
=====Adding Branch===== | =====Adding Branch===== | ||
| Line 102: | Line 103: | ||
*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. | ||
| + | *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 [[Branch Aids|here]] | ||
| + | |||
| + | <br /> | ||
=====Editing Branch===== | =====Editing Branch===== | ||
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]] | [[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]] | ||
| Line 191: | Line 196: | ||
|}Notes: | |}Notes: | ||
| − | * | + | *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===== | ||
| − | [[File:Branch View Record.png|center|thumb|Branch View Record]] | + | [[File:Branch View Record.png|center|thumb|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 [[Branch Aids|here]] | ||
| + | <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: | ||
| − | *Newly created Branches will ask | + | *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]] | ||
<br /> | <br /> | ||
Revision as of 11:20, 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.
- 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
| 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 |