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Basic Functions – Branches

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As a business grows to more than one location, it becomes important to track transactions at each site to assess individual and overall performance. Zoho Books branches let you create and manage branches so you can track transactions by location while keeping one organisation overall.

How to create a branch

Go to Settings > Branches under Organisation and click Add Branch.

Fill in the branch details:

  • Branch Name: the name of the branch.
  • Address: the branch’s full address.
  • Primary Contact: the main contact person for this branch.
  • Tax registration: associate the relevant tax registration for this branch, where applicable, or create a new one.
  • Transaction Series: choose a transaction series to track transactions for this branch, or click + New Transaction Series from the dropdown to create one.

Click Save.

Configuring a transaction series per branch

Some organisations prefer a unique transaction series for each branch, so invoice numbers show which branch they came from, for example “BR1-INV-001” for one branch and “BR2-INV-001” for another.

To create a new transaction series:

  1. Go to Settings > Branches under Organisation.
  2. Go to Transaction Series Preferences.
  3. Click + New Transaction Series.
  1. Enter a Name for the series, such as the branch name.
  2. Select the Branch to associate with this series.
  3. Define a Prefix and/or Suffix for the transaction numbers.
  4. Click Save.

Giving other users branch permissions

Only the Admin of an organisation can enable branches by default, and only they can create and access branches initially. To extend these permissions to other users:

  1. Go to Settings in the top right corner.
  2. Select Roles under Users & Roles.
  3. Scroll down to the Branches permission section.
  4. Tick the permissions you want to assign, such as view, create or edit branches.
  5. Click Save.

Frequently asked questions

Who can create branches in Zoho Books?

By default, only Admin users can enable and create branches. Admins can extend this permission to other roles.

Can each branch have its own invoice numbering?

Yes. You can set up a separate transaction series per branch, for example prefixing invoice numbers with the branch code.

Is Branches available on all Zoho Books plans?

No. Branches is available only on certain plans, so check your plan’s features before setting it up.

Need help?

Need help setting up branches in Zoho Books? Contact support@thoughtlogik.com or see our Zoho implementation services.

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