Track Branch Transactions

Once you’ve created branches and associated the transaction series, you can start creating transactions. Let’s take a look at how you can include transactions to each branch and track them in Zoho Books:

Associate Branches to Transactions

Each time you create a new transaction, you will be able to associate the branch with your transactions. You will be able to associate them with all your sales, purchase transactions, manual journals, and bank transactions. To associate:

Select Branch

Similarly, you will be able to create transactions and associate branches for other modules as well.

Pro Tip: If you’ve been maintaining a branch’s transactions separately, you can import them to your organization along with the branch and map them accordingly

Here are some points to note:


View Dashboard

When you associate branches with transactions, you can get an overview of each branch’s performance right from the dashboard. Here’s how:

Dashboard

Generate Reports

If you’ve associated transactions with branches, you will be able to generate reports for a particular branch or for all the branches collectively. This lets you view the profits, sales or the expenses of a particular branch.

Insight: If your Zoho Books organization is integrated with Zoho Analytics, you will be able to sync the branch details as well and run advanced reports as per your requirements.

Run Reports for Specific Branches:

Filter Report

Note: This option is not available for certain reports.

View Branch Details in Reports:

Filter Report

Note: This feature is available only for organizations that are on any of the paid plans in the Global, UAE, KSA, Bahrain, Oman, Qatar, Kuwait and India editions.


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