Branch Setup is a Section from Brevity where you can input your company information, control the content of your support worker and client app, upload your company logo and upload the Service Agreement Template. This is also the section in Brevity where you could use to set the travel pay item and Invoice setup for your invoices.
You can reach this page by going to the Administration and then Clicking on the Branch Setup
These are the topics on this page:
Branch Details
This is the main setup of your Brevity Branch. This includes the name of the branch, code, Organisation, GST and Timezone. Each field on this sub section has an effect if you change the details.
Name
The name of the Branch can be seen from different section in Brevity. When you will assign the branch for the client / employee, the name from the name field will be displayed.
Code
The Branch code can be used if you have multiple branches that you could select from the schedule board or from the approved timesheet page. The code will be displayed from the Branch dropdown instead of display the Branch Name. The branch dropdown is located on the upper right portion of the schedule board / approved timesheet and will only appear if you have 2 or more branches in your Brevity.
Organisation
Organisation field is a look up and this is a link from another table. Organisation is a section in Brevity where you could use to configure the system settings and configure your SMTP details.
Editing the Branch Details
By default, the Branch information is already filled in on this page. Change the Branch Information and once done, click on the save button to save your Branch Information
Changing the Letter Head
Letter Head is a picture for your company logo. Brevity includes the letter head in generating reports. You can change the letter head by clicking on the Choose File button.
The open window will popup. Browse the location of your company logo, click on the logo and then click on the open button to upload the file
For Mac users, you can browse the logo you want to upload and click on the choose button.
Organization Field
Organization field contains the name of the company, the ABN number and the smtp configuration. You can select the organization by typing the Organization name from the field or clicking on the organization record from the list.
Adding an Organization Record
You can add the Organization Record by clicking on the Organization field and then clicking on the Plus Button
The Edit organization record form will show up. Fill out all the information for the organization records. You can also setup your SMTP configuration on this page. Click on the save button to save the organization details.
Setting the SMTP detail
SMTP is a protocol of your email where in it is responsible in sending the email to the recipient. You need to setup the SMTP detail because it is needed when sending a bulk email for clients / employees (see Client's Bulk Email Notification / see Employee's Bulk Email Notifications). The table below will explain the needed fields in setting up the SMTP details.
| Field | Description |
|---|---|
| Two Factor Authentication | This feature uses your mobile device before you can send an email. There are some email server that has two factor authentication feature. Select No if you don't want to use this feature. |
| SMTP Server | This is the SMTP server address of your email. For example, gmail uses the "smtp.gmail.com" server address to send an email |
| SMTP Port | The port is a number where it is the channel of the email server. There are different ports that you can use. Most common ports are 25, 465, 587. |
| SMTP Enable SSL | SSL or secure sockets layer is a type of security for your email. There are email server that does not support this kind of security. By default, you can select No for this feature. |
| SMTP Username | This is your email address. You need to include the @(your email provider) in username |
| SMTP Password | This is the password for your email address |
Once you are done filling out the information, click on save to save the smtp details.
Selecting the Organization Record
You can select the organization record by clicking on the magnifier button from the organization field.
Click on the Name of the Organization you want to use then click on the Select Button
Editing the Organization
You can edit the Organization Detail by clicking on the edit button. The Organization that is on the organization field will be edited.
Edit the information for the organization and click save to save the changes
Service Agreement Template
Service Agreement Template is a document that can be used in generating Service Agreement Document. This section will let you manage the documents wherein you can add a new service agreement template, delete the template or download the template.
Uploading the Service Agreement Template
You can upload the Service Agreement Template by clicking on the upload files
It will open another window where you can browse the template and upload it to Brevity. Select the file you want to upload and then click on the open button to upload the file.
For Mac users, browse the file you want to upload and then click on the choose button
Changing the file view
You can change the view of the file by clicking on the horizontal bars
It will display the Service Agreement Template in List View
Action Button
Action Button will let you download or delete the Service Agreement Template.
Click on the Download Template will download the template to your computer. Clicking on the Delete button will delete the template on the list. If you delete the template, you cannot retrieve the template so please be careful in deleting the template.
File Preview
If you want to view the document, click on the document you want to view.
A new window will pop up. It will show you the contents of the file.
Adding Another Branch
If your company have two or more branches, you can add another branch in Brevity. From the Branch setup, click on close button to access the Branch list.
From the Main Branch list, click on the +New Button to create a new branch.
Fill in the details for the New branch. Once done, click on the save button to create the new branch.
