Branch Details

To access your b you must have the Branch Settings Permission enabled and the Branch Details tab selected.

Select Your Profile drop down and under Branch Settings select Branch Details

This is where you will find all of your Branch information including your GST Number, Address, Contact Information, Website and also your default branch emails such as General, Financial and Accounts. 

Note: Changing your branch name here will change all places we display your Branch name such as emails to clients/contractors, variation or estimate print outs, Purchase Orders. It will also change for your Internal Branch Contact used for Financial Management so please only edit this if necessary. To read more about the Internal Branch Contact click here for the help article. 

Below here is where you (with permission) can edit your Trade Names that are available for your Contractors/Contacts to select for scheduling and schedule reporting filters. 

It is mandatory to have at least one accounts email and if using our Financial Management System a Financial email. Both can be the same as they receive similar but not always the same notifications. 

Note: Remember you will only see the tabs you have been given access to the Branch Settings tab.