Branches

Form ID: (CS102000)

This form holds general information about each branch of a company, including the identifier, name, address, default location, and employees. By using the form, you can create a new branch or update information about an existing branch.

This form is available only if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.

Note: For a company with the Without Branches type, a dummy branch is created automatically. All transactions related to that company are to be posted by this branch. On this form, you can review the information about this branch, but you cannot modify it.

For an overview of the branch-related functionality of MYOB Advanced, see Multiple Branch Support.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Change ID Opens the Specify New ID dialog box, where you can specify a new ID for the selected branch.
Extend as Customer

Extends the branch as a customer by inserting the branch's settings into the appropriate boxes on the Customers (AR303000) form. Once the customer based on the branch has been saved, this customer can be selected for documents on the Invoices and Memos (AR301000) form.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form.
Extend as Vendor

Extends the branch as a vendor by inserting the branch's settings into the appropriate boxes on the Vendors (AP303000) form. Once the vendor based on the branch has been saved, this vendor can be selected for documents on the Bills and Adjustments (AP301000) form.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features form.
Validate Addresses

Initiates address validation for the selected branch through the integrated specialized software or service.

This menu command is available only if the Address Validation feature is enabled on the Enable/Disable Features form.
View Customer

Opens the Customers form where you can view the customer that has been extended based on the branch.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features form. The command is available if the selected branch has been extended as a customer.
View Vendor

Opens the Vendors form, where you can view the vendor that has been extended from the branch.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features form. The command is available if the selected branch has been extended as a vendor.
Table 1. Specify New ID Dialog Box
Element Description
Branch ID The new identifier of the branch.
This dialog box has the following buttons.
OK Changes the branch ID to the one you have specified, and closes the dialog box.
Cancel Discards any changes and closes the dialog box.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:
  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integration with Web Map Services.

ElementDescription
Enter a Location

A box for searching for the company's address.

You can find the address by doing the following:

  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

Map area

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

This dialog box has the following buttons.
SelectCloses the dialog box and populates the current section with the address details that you have selected in this dialog box.
CancelCloses the dialog box and cancels the selection of the company address.

Summary Area

In this area, if you are creating a branch, you can assign a unique identifier to a new company branch and specify its most commonly used name. To view the settings of an existing branch, you select its identifier.

Element Description
Branch ID

The unique identifier of the branch, which is composed to fit the format defined by the BIZACCT segmented key. You can select the ID of an existing branch to view its settings.

For more information, see Business Account Identifiers.
Branch Name The most commonly used name of the branch.
Company The identifier and the name of the company to which the branch belongs.
Active A check box that indicates (if selected) that the selected branch is active.

Branch Details Tab

The elements on this tab hold the general information about the branch.

Table 2. Main Contact Section
Element Description
Account Name The legal company name under which the branch does business, as registered with the appropriate tax agency. This is the name that will appear on the documents of the branch.
Attention The attention line as it is used in your branch's business letters, which would be used to direct a letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The default email address of the branch.
Web The website of the branch.
Phone 1 The primary phone number of the branch.
Phone 2 An additional phone number of the branch.
Fax The fax number of the branch.
Table 3. Main Address SectionThe elements in this section contain the company address (the address with which the branch is registered as a company with the appropriate tax authorities). By default, this address is the one set as the main address. You can set another address as the main one on the Delivery Settings tab.
Element Description
View on Map

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1 The first line of the company branch address.
Address Line 2 The second line of the company branch address.
City The city of the company branch address.
Country The country of the company branch address. The list of available countries is maintained through the Countries/States (CS204000) form.
State The state or province of the company branch address. The list of available states is maintained through the Countries/States form.
Postal Code The postal code. An input validation mask can be set for the country postal codes. For more information, see the Countries/States form.
Carrier Facility

The facility code used by Canada Post for the shipping addresses.

This box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features form.
Validated

A read-only check box that indicates (if selected) that the branch address has been validated.

This check box is available only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Table 4. Configuration Settings SectionThis group of elements covers the default country and the access role of the branch.
Element Description
Access Role

The role to be used to give employees of the branch access to the branch data.

For more information, see Security of Organization Branches.
Default Country The default country, which is the country of most of the branch's customers and vendors.
Default Printer

The default printer to be used for printing the documents of this branch.

This box is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form.
Table 5. Tax Registration Info SectionThis group of elements covers the default tax settings of the branch as a company registered with the appropriate tax agency. This information will be used if the company prepares 1099 reports by branches.
Element Description
Legal Name

The legal name of the branch, which is used for 1099 reporting only.

The default value of the box is copied from the Company box in the Summary area, but it can be overridden.
Tax Registration ID

The branch's registration ID for the country's tax authority. An input mask or regular expression can be set to validate the input in this box.

If the 1099 Reporting feature is enabled on the Enable/Disable Features form and the company has the File 1099-MISC by Branch check box selected on the Company Details tab of the Companies (CS101500) form, the setting specified in this box will be printed on 1099 reports.
MTD External Application

The application ID for connection to HMRC. This connection is set up on the External Applications (SM301000) form.

This box appears on the form if the following conditions are met:

  • On the current form, GB - United Kingdom of Great Britain and Northern Ireland is selected in the Country box (in the Main Address section) of the Company Details tab for the branch
  • On the Enable/Disable Features form, the UK Localization and Multibranch Support features are enabled
  • On the Companies form, the company to which the branch belongs has the File Taxes by Branch check box selected on the Company Details tab
Note: An external application can be selected in this box only once in the instance, on either the current form or on the Companies form. The lookup table that opens when you click the magnifying button in this box shows only external applications that have not been yet selected for a company or a branch.
Tax Exemption Number The state-issued tax exemption number. If this company is tax exempt, type this number.
Entity Usage Type

The entity usage type.

The setting is sent to Avalara to specify the reason for tax exemption if integration with Avalara is configured.
1099-MISC Reporting Entity

A check box that indicates (if selected) that 1099-MISC reports can be filed for the current branch. With this check box selected, the 1099 history is recorded under this branch, which makes payments and functions as a reporting entity.

This check box appears on the form if the 1099 Reporting feature has been enabled on the Enable/Disable Features form, the company type of the selected branch is With Branches Requiring Balancing, and the company has the Report 1099-MISC by Branch check box selected on the Companies (CS101500) form.
Table 6. Dunning Process Settings SectionThis group of elements covers the settings of the dunning process applied to the branch.

This section appears on the form if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form and Consolidated for Company is selected in the Prepare Dunning Letter box on the Accounts Receivable Preferences (AR101000) form.
Element Description
Dunning Letter Branch A check box that indicates (if selected) that when dunning letters are prepared, the system will use this branch as the originating branch of a dunning fee invoice and as the source of the name and address in each dunning letter.

Delivery Settings Tab

You use the elements on this tab to specify the delivery contact and address of the branch, along with the related shipping instructions.

Table 7. Delivery Contact Section
Element Description
Override

A check box that indicates (if selected) that the settings of the delivery contact on the current tab may differ from the settings of the main contact on the Branch Details tab.

If the check box is selected, the elements in this section become editable. If the check box is cleared, the delivery contact settings on the current tab are non-editable and are inherited from the settings of the main contact on the Branch Details tab; in this case, any changes to the main contact are reflected in the delivery contact.
Account Name The business name of the location, if it is different from the business name of the branch.
Attention The attention line as it is used in your company business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The email address to be used for this branch location.
Web The website address related to this branch location.
Phone 1 The primary phone number at the location.
Phone 2 An additional phone number at this location.
Fax The fax number at the location.
Table 8. Delivery Address Section
Element Description
Override

A check box that indicates (if selected) that the settings of the delivery address on the current tab may differ from the settings of the main address on the Branch Details tab.

If the check box is selected, the elements in this section become editable. If the check box is cleared, the delivery address settings on the current tab are non-editable and are inherited from the settings of the main address on the Branch Details tab; in this case, any changes to the main address are reflected in the delivery address.
Validated A read-only check box that indicates (if selected) that the address has been validated. This check box is available only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Address Lookup

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1 The first line of the default location address.
Address Line 2 The second line of the default location address.
City The city of the default location.
Country The country of the default location.
State The state of the default location.
Postal Code The postal code for the address.
Table 9. Shipping Instructions ElementsThis group of elements covers the shipping instructions for the delivery address.
Element Description
Tax Zone The tax zone of the delivery location.
Shipping Rule

The way the orders should be fulfilled for this location.

You can select one of the following options:

  • Ship Complete: Only completely fulfilled orders are allowed.
  • Back Order Allowed: Back orders are allowed if some items are out of stock.
  • Cancel Remainder: The ordered quantity can be shipped partially, with the quantity remaining after the first shipment canceled.

Employees Tab

On this tab, you can view and update the list of branch employees.

Table 10. Table Buttons

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button Description
New Employee Navigates to the Employees (EP203000) form so that you can define a new employee for the branch.
Table 11. Table Columns
Column Description
Active A check box that indicates (if selected) that the employee is active.
Employee ID The unique identifier of the employee in the system.
Name The name of the employee.
Department The department where the employee works.
City The city where the employee lives.
State The state where the employee lives.
Phone 1 The phone number of the employee.
Email The email address of the employee.
Status The status of the employee.

Ledgers Tab

On this tab, you can review the list of the ledgers associated with the company to which the branch belongs.

Column Description
Ledger The identifier of the ledger.
Description A description of the ledger.
Type The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget.
Currency The currency of the ledger.
Consolidation Source A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation.

Canadian Tax Reporting Tab

You use this tab to specify the parameters needed for generating Canadian tax reports.

The tab appears on the form if at least one of the following conditions is met:

  • The Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form, Canada is selected in the Localization box and the File Taxes by Branch check box is selected on the Company Details tab of the Companies form for the company of the selected branch.
  • The Canadian Payroll feature is enabled on the Enable/Disable Features form and the File Taxes by Branch check box is selected on the Company Details tab of the Companies form for the company of the selected branch.
Table 12. T5018 Settings SectionThis section appears only if the Canadian Localization feature is enabled on the Enable/Disable Features form and Canada is selected in the Localization box of the Company Details tab on the current form.
Element Description
Year Type

The type of year for T5018 reporting.

One of the following options can be selected:

  • Fiscal Year (default): Fiscal year, which is a consecutive 12-month period that ends on the final day of any month except December, will be used.
  • Calendar Year: Calendar year, which is a period starting from January 1 to December 31, will be used.

You can change the year type if no T5018 report has been prepared for the selected branch. If T5018 data has already been prepared, if you attempt to change this value, the system will display an error message.
Program Number The recipient's program account number that will be used as Account Number in a T5018 submission file in the T5018Summary section. This value consists of 15 alphanumeric characters.
Transmitter Number The transmitter number that will be used in a T5018 submission file in the T619 section. This value consists of 8 alphanumeric characters.
Table 13. CRA SectionThis section appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features form.
Element Descriprion
CRA Payroll Account Number The account number assigned to the employer to identify themselves when dealing with the Canada Revenue Agency.
Table 14. RL1 SectionThis section appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features form.
Element Description
Identification Number The identification number of the employer as assigned by Revenu Quebec. This value consists of 10 digits.
File Number The file number, which contains the letters RS followed by four digits.
Quebec Enterprise Number A ten-digit numerical identifier assigned to enterprises that register in the enterprise register.
Quebec Transmitter Number The transmitter number to be included in each form submitted to Revenu Quebec through the online service.

GL Accounts Tab

You use this tab to specify the sales, expense, freight, and discount subaccounts to be used for the branch.

Element Description
Sales Sub. The subaccount to be used as the default sales subaccount for the branch.
Expense Sub. The subaccount to be used as the default expense subaccount for the branch.
Freight Sub. The subaccount to be used as the default freight subaccount for the branch.
Discount Sub. The subaccount to be used as the default discount subaccount for the branch.
Currency Gain/Loss Sub. The subaccount to be used as the default currency gain and loss subaccount for the branch.

1099 Settings Tab

On this tab, you can view and update the e-filing settings for the branch. This tab appears on the form only if the 1099 Reporting feature has been enabled on the Enable/Disable Features (CS100000) form and the 1099-MISC Reporting Entity check box has been selected on the Branch Details tab of this form.

Element Description
Transmitter Control Code (TCC) The five-character code assigned to the payer (that is, the branch) by the Internal Revenue Service so that the payer can file tax returns electronically.
Combined Federal/State Filer A check box that indicates (if selected) that the branch files tax returns under the Combined Federal/State Filing Program. For details, see Filing the 1099 Forms Electronically.
Foreign Entity A check box that indicates (if selected) that the branch is a foreign entity.
Contact Name The name of the contact person in the branch who is responsible for e-filing.
Contact Telephone Number The phone number of the contact person in the branch who is responsible for e-filing.
Contact E-mail The email address of the contact person in the branch who is responsible for e-filing.
Name Control A sequence of characters derived from the payer’s legal name that is used by the Internal Revenue Service in processing the tax returns filed by the payer.

Taxes Tab

On this tab, you can specify a tax registration number for each tax that the branch must pay by filling in the Tax Registration Number column of the table. The tax registration numbers specified on this tab appear next to the corresponding taxes on the following reports:

This tab appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form and the company of the selected branch has the following settings on the Companies (CS101500) form:

  • Company Type: With Branches Requiring Balancing
  • File Taxes by Branch (Company Details tab): Selected

If no tax registration number is specified for a branch, the number specified for the company on the Companies form is used.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 15. Table Columns
Column Description
Tax ID The identifier of the tax that the branch must pay.
Description The description of the tax.
Tax Registration Number The branch's registration number as a taxpayer of this tax.

Visual Appearance Tab

On this tab, you can upload logo images for the branch. The uploaded images will be displayed in the system and on the reports when this branch is active. To delete images that you no longer need, you use the Files menu on the form title bar.

Table 16. Site Logo SectionIn this section, you can upload and preview the logo that will be displayed in the top left corner of MYOB Advanced (when this branch is active). The recommended size of the uploaded image is 210 by 50 pixels.
Elements Description
Browse Opens the file selection window, where you can select an image to upload.
Upload Uploads the selected image to the system.
Preview Window Displays uploaded images. You can go through the images by pressing Ctrl+Left Arrow or Ctrl+Right Arrow.
Table 17. Report Logo SectionIn this section, you can upload and preview the logo that will be displayed on the reports for the selected branch. The recommended size of the uploaded image is 420 by 100 pixels.
Elements Description
Browse Opens the file selection window, where you can select an image to upload.
Upload Uploads the selected image to the system.
Preview Window Displays uploaded images. You can go through the images by pressing Ctrl+Left Arrow or Ctrl+Right Arrow.