Credit Union Branch Office Identification

Screen ID:	UBTR-01
Screen Title:	Credit Union Branch Office Identification
Panel ID:	5481
Tool Number:	176
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Access this screen by selecting Tool #176 Branch Office Configuration.

This screen is used to define names for branch locations within your credit union. By defining separate locations, revenues and expenses can be grouped under the same general ledger account number without having to assign a different main account number or suffix for each branch.

When branches are configured, the system allows separate branch numbers for the same G/L account. For example, if you configure branches 01 and 02, entries made to a G/L account can be separated based on the location number. Financials and other types reports can be set up to list all activity for the G/L account separated by location number.

SEE ALSO:G/L Account Numbers

To begin, use the Add Branch (F6) button to add a new branch, or select a branch and Edit to move to the next screen.

You can also delete branches as well as suspend them here. Suspended branches will appear highlighted in yellow. To reactivate a suspending branch, select the branch and Edit; using Enter on the screen will reactivate the branch.