Setting up and Viewing Head Office and Branch Accounts

In Account > Debtors or Account > Creditors select the account that is to be the head office account.
Double-click this account. The account should open defaulting to the Details 1 tab.

Click the Show Branch button to view, set up or link the branches. The following window opens:

Branches that belong to this Head Office will be listed here along with their aged balances.

Column	Description
Accgroup	The Debtors or Creditors Account Group of the account. Branch and Head Office can belong to different account groups (but must be of the same currency).
Group	The Debtor's/Creditor's Account name.
Keep Trans	This is set to 'N', as all branch transactions are automatically transferred to the head office account. If you use MYOB Exo Configurator, this is optional, and can be set to 'Y' to allow branch transactions to stay with the branch account.
Account No	The Debtor or Creditor account number.
Alphacode	The Account code.
Name	The full name of the account.
Balance	The total balance of the account, with a total line of all branch accounts at the bottom of the grid.
Current	Current balance
30 Days	30 day outstanding balance.
60 Days	60 day outstanding balance.
90 Days	90 day outstanding balance.
This Month TO	The Total for this month
Last Month TO	The Total for last month
This Year TO	The Total for this year
Last Year TO	The Total for last year

To view account details for an existing branch, double-click on the preferred branch. The debtor account window for the selected branch will then be displayed.
To add branches, click on the Add button. The Account Search window opens. Select an existing account, or Click New to create a new one. If a particular account is not displayed, it will be because it's not eligible to be selected, in accordance with the rules for assigning branches to a head office.

Once you have added a Branch account to a Head Office, all future transactions are automatically transferred to the Head Office account. If you have Exo Business Config, you can also transfer existing transactions to Head Office.