Branches Settings

1. From the main menu, click on “Branches“.
2. Click on “Branches Settings“.
3. Set the settings as follows:
   • Main Branch: Select your main branch from the dropdown menu.
   • Share clients across branches: Click on this checkbox to allow sharing your client data across all branches.
   • Share products across branches: Click on this checkbox to allow sharing the product/service data you offer across all branches.
   • Specify Account Branches: Click on this checkbox to be able to create a separate account for each branch in the chart of accounts, where the financial accounting process is carried out separately for each account based on the specified branch.
     • Note: For more details on how to create an account in the chart of accounts, please refer to the guide “Adding a new account to the chart of accounts“
4. Click the “Save” button.