Branch Financial Settings - Terms and Conditions

The Branch Financial settings screen includes several sections where you can customise different aspects of your Financial configuration.

To access your Branch Financial settings (with the appropriate permissions):

1. Click on your profile icon – the teal circle with your initials located at the top right of the page.

2. From the dropdown menu, scroll down and select Branch Settings | Financial settings

3. This will open the Branch Financial settings screen, which has three separate Sub Tabs

This article will focus on Terms and Conditions.

If you are looking for Financial Defaults check out the article here.

If you are looking for Footer Text check out the article here.

The Terms and Conditions sub-tab is where you can upload your Estimate and Variation Terms and Conditions, which can be attached to Client Proposals.

You can upload multiple versions of your Terms and Conditions, set one as your default, and delete any that are no longer needed. If you have more than one version saved, you can either select a specific one from the Estimates page or allow the default version to be applied automatically.

Uploading a New Document

To upload a new Terms and Conditions document:

1. Select Upload File in either:

   • Terms & Conditions (Estimate), or

   • Variation Terms and Conditions

2. Choose your document and click Open

3. Once uploaded, you can:

   • Set it as the default, or

   • Leave it as an option to select when creating an estimate

Managing Your Documents

Each uploaded file will display:

• File name

• Uploaded by

• Date and time of upload

You can delete a document as long as it is not currently set as the default.

Note: Deleting a document here will not remove it from any previously generated or downloaded proposals. It will simply prevent it from being selected for future use.