Help · Administration
Branches in SwiftlyBooks
Where your company trades from. Each branch numbers its own documents.
Add a branch
- Press Add branch, and give its Name, a short Code, such as BYO, and its Address if you like. The address prints on transfer notes.
- Press Add branch to save it. Its documents are numbered with its code, such as INV-BYO-000001.
Close a branch
- Press the archive button beside a branch you no longer trade from, titled Close. It keeps its history and numbering, and takes no new documents.
- To trade from it again, press the button titled Open again.
Once there are two
- The branch at the top sets the one you work in: lists and reports show it, and new documents start there. All branches shows everything.
- Each document names its Branch, and each branch numbers its own, with no gaps.
- A role set to Its own branches keeps each person to the branches they are given, under Users and roles.
Good to know
- Every company starts with Head office, which stays open. A branch with records can't be deleted: close it instead.
- In Zimbabwe:A new branch fiscalises once it has a device of its own: press Ask Intetrix for a device on ZIMRA fiscalisation.
- In Zambia:A new branch fiscalises once it has a VSDC of its own: press Ask Intetrix for a VSDC on ZRA Smart Invoice.
Related
The same help is in the app: press the ? at the top of any page.