Discussion

Difference between revisions of "Branch"

Line 8: Line 8:
  
 
'''Adding Branch'''
 
'''Adding Branch'''
−
[[File:Adding Branch.png|center|thumb|604x604px|Adding Branch]]
+
[[File:Adding Branchv2.png|center|thumb|830x830px|Adding Branch]]
 +
 
 
{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
Line 15: Line 16:
 
|-
 
|-
 
|1.Branch Logo
 
|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
 
|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
 
|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
 
|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
 
|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
 
|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.
+
|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.
+
|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.
+
|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.
+
|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.
+
|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.
+
|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.
+
|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.  
+
|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.
+
|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.
+
|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.
+
|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.
+
|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.
+
|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.
+
|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>
 
|}
 
|}
  
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'''Editing Branch'''
 
'''Editing Branch'''
 
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]]
 
[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]]
−
 
+
{| class="wikitable"
−
 
+
!Field
−
'''Branch Record Options'''<br />'''Branch View Record'''
+
!Description
−
[[File:Branch View Record.png|center|thumb]]
+
!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>
 +
|}<br />'''Branch View Record'''[[File:Branch View Record.png|center|thumb]]
  
  
 
'''Assign Users to Branch'''
 
'''Assign Users to Branch'''
 
[[File:Branch Assign Users.png|center|thumb|Branch Assign Users]]
 
[[File:Branch Assign Users.png|center|thumb|Branch Assign Users]]

Revision as of 11:30, 6 October 2020

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


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


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


Branch View Record

File:Branch View Record.png


Assign Users to Branch

File:Branch Assign Users.png
Branch Assign Users
Retrieved from "https://docs.oojeema.com/index.php?title=Branch&oldid=371"