What it does
- Add branches under Administration. Branch choices appear across SwiftlyBooks once you have two.
- A branch chip at the top of every page: each person works in their own branch, or in All branches for the whole company.
- Every kind of document numbered per branch with no gaps, such as INV-HRE-000419 at Harare.
- Every entry belongs to one branch, so each branch's balance sheet and trial balance balance on their own.
- Profit and loss, balance sheet and trial balance for one branch, for all branches, or with each branch in a column beside the consolidated total.
- Stock at each branch when you switch stock on, and inter-branch transfers (IBTs): a branch asks, the other approves and sends the goods with a transfer note.
- Staff who work in some branches see only those branches: their documents, their stock and their totals.
- A budget for a branch, depreciation posted one entry per branch, and payroll from SwiftlyPeople posted branch by branch.
- Each branch can have its own address, printed on the transfer notes it sends.
| Report shows | What you see |
|---|---|
| One branch | That branch's figures, chosen from the chip at the top |
| All branches | The whole company, consolidated |
| Branches side by side | Each branch in its own column, with the consolidated total beside them |
Common questions
Does SwiftlyBooks handle several branches?
Yes, on every plan. Each branch numbers its own documents, holds its own stock and balances on its own, and reports show each branch and all of them together. Each plan says how many branches may have a fiscal device.
Can I compare branches side by side?
Yes. The profit and loss, the balance sheet and the trial balance can show each branch in its own column beside the consolidated total, and download the same way as a CSV.
Can staff see only their own branch?
Yes. Someone who works in some branches sees only those branches: their documents, their stock and their totals.
Can I move stock between branches?
Yes. With stock switched on, an inter-branch transfer (IBT) moves goods at cost, sent in one step or received in two, and a branch can ask another for stock for it to approve.