A Branch is any grouping of G/L data within the Company, such as a remote office, acquisition, or even another entity. Branches are used primarily for financial reporting purposes. You must create at least one Branch record.
From the main menu, arrive at the Branches setup with this path: GL > Branches.
The Branches list is displayed. Click on the Add Branch button at the upper left of the form.
The Add Branch form is displayed.
- Branch Code: Type a name or a number for the branch. Maximum 25 characters. (required0
- Branch Name: Type a name for the branch. (required)
- Merchant ID: Select a Forte Merchant Account. These come from Setup > Utilities > eCheck/Credit Card. This may auto-fill with the account that is set up as the default. If your company has more than one Merchant ID, make a selection from the drop-down list.
- Company Info:
- Manual Invoice Template:
- Service Invoice Template:
- Recurring Invoice Template:
- Credit Template:
- Work Order Template:
- Statement Template:
When finished, click the Save button at the bottom of the form.
