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Branch

Revision as of 11:47, 22 October 2020 by Gelo (talk | contribs)

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

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

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


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.