Branches and regions
Run more than one location on Premium — each branch keeps its own documents, while reports stay organization-wide.
Every organization starts with one branch, Main Branch. On Premium, you can add more — one per location, region or line of business.
Why branches exist
A branch is a filing system for your documents: every document belongs to a branch, so the invoices from each location are attributable instead of lumped together. If you run two shops, each can send and receive its documents under its own name.
What branches do not change
Reports are organization-wide. A branch's documents post to the same ledgers as the rest of the organization, so the income statement and balance sheet cover the whole business in one view.
Adding a branch
Add a branch under your organization and give it a name. Existing documents stay where they are; new ones can be filed against the right branch from the start.
Need a hand? Contact support and we will answer within one business day.