Branch and Sector Entry

Walkthrough guide

This article explains the process of adding branches and sectors to the system, so that they can later be associated with clients and suppliers when setting up assignments, and explains where these can be set.

Branches and Sectors are set within the ‘Reference Data’ menu under ‘Branch Entry’ and ‘Sector Entry’, respectively.

Branch Entry

Within the branch entry section, you will see a list of all branches currently setup within the system.

To add a new branch, click the ‘Add new branch’ button at the bottom. This will bring up a short form with the two fields - ‘Branch’ and ‘Cost Centre’.

The name of the branch should be entered in the ‘Branch’ field. The ‘Cost Centre’ field is used as a reference and usually relates to your account's nominal coding, and may be important in the analysis detail shown on your exports or reports.

Once you have finished entering the information for the branch you can click on the ‘Update’ button to save.

Sector Entry

The initial view within the ‘Sector Entry’ section mirrors that of the ‘Branch Entry’ section, with a list of all current sectors within the system.

To add a new sector, click on the ‘Add new sector’ button at the bottom.

This will bring up a form with three fields.

‘Sector’ is the name of the sector. The ‘Pay code’ and ‘Bill code’ fields are non-compulsory and can be used to assign related nominal codes. 

Once saved, the new branch or sector is ready to use within an assignment. For more details on this, please see the article How to add an assignment - Categories tab.