Set up your organisation and branches

Your organisation's details appear on the documents you send, and each branch keeps its own records: its stock, its documents and its figures. Add one branch per store, office, site or warehouse that works on its own. Every plan includes your branches at no extra cost.

Your organisation's details

You need to be the owner or a manager.

1. Open Settings and the page with your organisation's details.
2. Fill in the name as it should appear on documents, the address, the phone and the tax number.
3. Choose Save.

The organisation's country sets its currency, VAT, week start, holidays and payroll rules. You chose it at sign-up; see Regional packs before you change it.

Add a branch

1. Open Settings → Branches and choose Add a branch.
2. Type the branch's Name, Address and Phone.
3. Add its Tax number if the branch has its own, and the Branch code if your country's e-invoicing uses one.
4. Choose Save.

Give people access to a branch

On the branch's row, use Scope a user to this branch to choose who works in it. A team member limited to some branches sees only those branches' records; people with no branch limit see every branch. See Roles and rights.

Close a branch

Choose Deactivate on the branch's row. Its records stay in the reports and the history; nobody can add new ones to it. Choose Activate to open it again.

Good to know

• Many pages have a branch chooser: pick one branch, or All branches to see the totals.
• An app can be switched on in one branch and off in another: see Pick your apps.
• Each branch can have its own settings, such as stock warnings and prices.