Branch

Maintenance | Branch | Company | Users | Users Group

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.

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