Branches

[creospace]

It would be great if we could allocate invoices and expences to branches.

Being able to set up different branches and then being able to report on them for businesses that have more than 1 location would be of great benefit.

[DuaneJackson]

You can.

go to Settings - Project Settings. Enable Projects and rename them to "Branches"

You will then have a new "branches" tab where you can set up branches. And for each invoice, receipt and bank transaction you'll be able to assign it to a branch.

You can then run a P&L and other reports on a per-branch basis.

[creospace]

Lightening response there

Ok I'll give it a go, ta.

[creospace]

Following up on this.

Are there any plans to expand the use of projects within other reports.

I really need a report showing ALL invoices or ALL receipts that shows the branch ID and thus show any without a branch allocated to them. Even if I could dump these as excel with a column set up showing the branch (project) id that would do, activity report maybe?

Additionally (and I know this is a little specific) it would be very good to be able to allocate each line of an invoice to a branch(project) rather than the whole invoice. We have jobs where both branches are involved in seperate elements but expense and income can only be allocated to one branch.

I still think multi branch support (true branch not renaming projects) would be a real benefit and bring in a wider KF user audience.