Code and Description

Code

Each Branch requires a unique code of up to five characters. A short but meaningful code is best.

Active?

Untick to prevent this Branch being available to new records.

Description

Enter a description of the Branch. This should be a description that easily identifies this Branch.

Client

The Client code that this Branch is linked to. This will default when saving the form based upon Tools, Global Options.

Name

The Client Name that this Branch is linked to.

Entity

Select the Entity that this Branch belongs to.

Cost Centre

Select the relevant Cost Centre for this Branch.

Cost Centres can be created and used at a Branch or Entity level. For example, if you require Credit Enquiries to be allocated to different Cost Centres for accountability, then Cost Centres is the best way to achieve this.

If you do not have the Cost Centres module, there will be one Cost Centre available and is labeled by default "Global".

Logo File

Select a Logo image File Name or URL to be populated in Documents.