Branches

Your organization might have multiple branches spread across two or more locations. If you have branches of your organization stationed at multiple states in India, you will have to deal with two or more unique GSTINs. You will also have to associate certain transactions and users to a particular branch.

In Zoho Expense, you can create multiple branches and associate those branches with users and transactions in Zoho Expense. This way, you can all manage your business expenditures incurred across multiple branches with different GSTINs.

Enable Branches

To get started with Branches in Zoho Expense, you will have to enable it. Here’s how:

1. Click Admin View.
2. Go to Settings on the left sidebar.
   (OR)
   Click the Gear icon at the top right side.
3. Click Branches under Organization.
4. Click Enable.

You will receive an in-app notification when the Branches feature has been enabled. Your current organization will be considered as the Head Office.

Create Branch

Once you’ve enabled the feature, here’s how you can create a new branch:

1. Click Admin View.
2. Go to Settings on the left sidebar.
   (OR)
   Click the Gear icon at the top right side.
3. Click Branches under Organization.
4. Click the New Branch button in the top-right corner of the page.
5. Enter the Branch Name.
6. Choose the GSTIN you want to associate with this branch. You can also create a new one by clicking + New GSTIN.

1. Select the Admin who is in charge of the branch under Branch Admin.
2. Enter the company address and other details.
3. Select a Primary Contact for the branch.
4. Click Save.

Associate Your Users to Branches

Once you’ve created a branch, you can start associating users to a branch while creating a new user or while editing an existing user in your organization. You can also change the branch of a user by selecting a different branch while editing their user profile.

Edit Branch

To edit your existing branches:

1. Click Admin View.
2. Go to Settings on the left sidebar.
   (OR)
   Click the Gear icon at the top right side.
3. Click Branches under Organization.
4. Hover over the branch you want to edit and click the More icon next to the branch.
5. Click Edit and make the necessary changes.
6. Click Save.

Mark Branch as Primary

The organization that enabled branches will be considered as the Head Office. The Head Office is the centre for administration for your organization and will be considered as the primary branch in Zoho Expense. You can however, create a new branch and mark that as primary as well. To do so:

1. Click Admin View.
2. Go to Settings on the left sidebar.
   (OR)
   Click the Gear icon at the top right side.
3. Click Branches under Organization.
4. Hover over the branch you want to mark as primary and click the More icon next to the branch.
5. Click Mark as Primary.

This branch will be marked as primary and will be considered as the Head Office.

Mark as Inactive

If you’ve closed your branch temporarily, you can mark the branch as inactive.

1. Click Admin View.
2. Go to Settings on the left sidebar.
   (OR)
   Click the Gear icon at the top right side.
3. Click Branches under Organization.
4. Hover over the branch you want to mark as inactive and click the More icon next to the branch.
5. Click Mark as Inactive.

Delete Branch

If you have shut down your branch permanently, you can delete them.

1. Click Admin View.
2. Go to Settings on the left sidebar.
   (OR)
   Click the Gear icon at the top right side.
3. Click Branches under Organization.
4. Hover over the branch you want to delete and click the More icon next to the branch.
5. Click Delete.