Manage

Branches

Define operating locations under each company.

Flowchart

flowchart TD
  A[Select company] --> B[Open Branches]
  B --> C[Add or edit branch]
  C --> D[Set address & defaults]
  D --> E[Save for product context]

Flowchart: Branches workflow flowchart for Manage. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Select the company that owns the branch.
Open Branches and add a new location or edit an existing one.
Capture address and branch defaults used by books and compliance products.
Save so products can switch to the correct branch context.
Repeat for each operating location your firm needs.