| Have you read: | How to create and give access to a branch |
| User Access Role required: | AccountAdmin |
How to rename a branch
Below are the steps:
1. Navigate to "Settings".
2. Click "Account Settings".
2. Click "Branches".
4. Select the branch you'd like to rename.
5. From the "Details" tab click "Edit".
6. Look for "Branch/Group Name", and rename the branch name.
7. Click "Update" to save changes.
How to update branch entity details
There are times when a branch would have an updated ABN, entity type (Legal Entity or Department / Group), Legal Name and Trading Name.
Below are the steps:
1. Navigate to "Settings".
2. Click "Account Settings".
2. Click "Branches".
4. Select the branch you'd like to update.
5. From the "Details" tab click "Edit".
6. Update the relevant fields needed.
7. Click "Update" to save changes.
How to move a branch from one level to another
Moving branches from one level to another can be complicated, especially for those with unique branch structure.
We suggest for you to do the following prior to moving a branch (or if you are planning to reorganise the whole branch structure):
- Review first your existing branch structure by navigating to "Settings" and clicking on "Account Settings", then "Branches".
- Write down on a paper how you'd like the new branch structure to look like. This helps a lot especially for those with a lot of parent branches.
NOTE: A user will not lose access to the branch even if it was moved from one level to another.
Below are the steps:
1. Navigate to "Settings".
2. Click "Account Settings".
2. Click "Branches".
4. Select the branch you'd like to update.
5. From the "Details" tab click "Edit".
6. Click the "Parent Branch" drop-down and select the new parent branch.
NOTE: In our example below, we will move "Distribution Centre" branch from the "Head Office" parent branch to the "Sales" branch.
7. Click "Update" to save changes.
As mentioned on our example, after saving the changes, the updated branch structure should now reflect as below:
How to delete a branch
Prior to deleting a branch, we suggest to check first if there are records in the branch you're planning to delete. Generating the Record Export CSV Report can do this for you.
Below are the steps:
1. Navigate to "Settings".
2. Click "Account Settings".
2. Click "Branches".
4. Select the branch you'd like to update.
5. From the "Details" tab click "Edit".
6. Click the red "Delete" button.
How to add an API Key to a Branch
The Integration API key is a code which is used in a number of our standard importers to ensure that the records are imported into the correct branch within the application. In short, the API key acts as a unique identifier to help the application designate and identify a branch.
1. Navigate to "Settings".
2. Click "Account Settings".
2. Click "Branches".
4. Select the branch you'd like to update.
5. From the "Integration" tab click "Edit".
6. Enter an "Integration (API) Key". This value is case and space sensitive and will need to match the corresponding field in the payroll system that you are integrating with.
7. Complete the steps above for each branch that needs an API Integration Key
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