Setup - My Company - Branches

To access and perform actions in the module: Assign the permit Update Setup Menus

Branches are subdivisions of the company's main office. The company main office (also known as the Head Office) and branches access a single database.

When branches are defined, it is possible to:

• Associate an entity (user, agent) with a specific branch.

• Associate permits (according to user) with a specific branch.

• Perform a process (e.g. export of account transactions, issuance of report) for a specific branch.

Branch-specific definitions are optional and when not executed, branches will function according to the main office's definitions.

The user login determines which branch (if exists) is accessed in the system.

To search for an existing branch

1. Go to Setup – My Company - Branches.

2. In the Branch Name field, enter part (first letters) or all of the branch name.

3. Click Find.

   Branches matching the search criterion are displayed in the results section.

To add a new branch

1. Go to Setup – My Company - Branches.

2. Click Click here to add a new branch.

3. Define the branch as described in Setup - My Company - Branches - New Item.

To define a branch as not active

1. Go to Setup – My Company - Branches.

2. Click on the Not Active flag.

3. Defining the branch as not active will make all Setup fields relating to this branch uneditable. This means that it will not be possible to make new reservation at this branch. However, the data will not be deleted from the database, meaning you will still be able to view existing travel files of reservations made from the branch.

To edit an existing branch

1. Locate the branch you want to edit as described above.

2. Click in the row of the branch name.

   The details in the General expander are displayed.

3. Edit the branch as described in Setup - My Company - Branches - New Item.

To copy an existing branch

1. Locate the branch you want to copy as described above.

2. Click in the row of the branch name.

   A new branch will be created with the following name:

   [Name of original branch] [duplicate number in current session]

3. Edit the new branch as described in Setup - My Company - Branches - New Item.