Creating a Branch Record

This page guides you through the creation and management of branch records

These are the topics on this page

To create a branch record observe the following steps:

Select the the Administration>Branch Setup to open the branch record into the browser. You will observe that the active branch associated with your login will be presented within the browser.
Select the New button located top left of the branch record, to refresh the browser with a blank branch page.
Within the Name field input a name that will be used to identify the Branch record.
Within the code field input an abbreviated value that will be used to identify the Branch record.
Within the Organisation field position the cursor into the field to select from the drop down the relevant organisation records that will be identified to the branch record.
Within the GST field input the value 10.00.
Within the timezone field select from the drop down listing the applicable timezone in which the branch is located.
If your organisation is utilising a 3rd party accounting package then review and update the fields listed under Travel Setup panel.
If your organisation will undertake invoicing in connection with the branch record you will need to ensure that you update the fields listed under Invoice Setup panel.
If the organisation will be associating the branch to scheduled client services as well as branch rostering on the employee profile you will need to review and update the fields listed under Support Worker panel.
Under the Address panel of the contact details there are a number of fields that will require input, they include the Address 1, suburb, state and postcode fields. Ensure that data is input into these fields.
Under the Contact panel of the contact details there are two fields that will require input, they include Phone and Email
Select the save button to create the branch record. Note that once the branch record has been saved you will be able to upload an image for the letterhead as well as an service agreements that are applicable with the services and supports offered by the branch.