Master Files
Branches & locations
Setting up multi-branch operations, assigning users, and configuring per-branch defaults.
4 min read
A branch represents a physical or logical location within your company. Every transaction is stamped with a branch so you can produce branch-level P&L reports, restrict users to their location, and manage inter-branch stock transfers.
- 1Go to Settings → Branches and click Add Branch.
- 2Give the branch a short code (used in document numbers) and a full name.
- 3Assign the branch manager. They receive approval notifications for transactions raised at this branch.
- 4Assign staff members to the branch so they only see transactions for their location.
- 5Optionally configure per-branch document number series if invoice numbers must be distinct per branch.
Inter-branch control accounts
When stock or funds move between branches, MSME Link posts to inter-branch control accounts to keep each branch's books balanced. Configure these accounts in Settings → GL Settings under the Inter-Branch section.
All users assigned to a branch can only see transactions from that branch. Owners and admins can always see all branches.