Enabling branching in eAutomate is beneficial when you need to track and manage multi-locations (or multi-divisions) inside one eAutomate company database
Key benefits
Branch-level financial tracking (P&L / Income Statement): Transactions that hit income statement accounts(income, expense, COGS) carry a branch designation when posted to the General Ledger, so you can measure profitability by branch.
Reporting and analytics by branch: You can run several reports by branch and also filter/“harvest” data from eViews by branch.
Branch assignment at the transaction line level: You can assign a branch at the line-item level on Sales Orders, Sales Invoices, and RMAs, which supports more accurate attribution when a single order spans branches.
Operational data separation (user visibility controls): Optionally, eAutomate can be configured so users only see data for their assigned branch(es)—helpful for access control and keeping locations from viewing each other’s activity.
AP/AR aging by branch: While standard balance sheet reporting is not by branch, you can run Aged AP and Aged AR reports by branch.
(Optional) multiple balance sheets via “Balance Sheet Groups”: If needed, you can enable multiple balance sheets by creating balance sheet groups and assigning one or more branches to each group, then print a balance sheet per group. Note (limit): Standard balance sheet reports can’t be run “by branch” directly; that’s why the balance sheet grouping feature exists as an alternative approach. We highly recommend you consult your accountant/CFO before enabling this option to see if it is the correct option for your business.
Below is the process to enable Branches in your eAutomate database
1. Enable Branching in eAutomate: Under Tools / Options / Company / Departments and Branches, select the 'Use Branching' box, click ok
You MUST log out of eAutomate and then log back in for this change to take effect.
2. In EA under Accounting, select Branches
Select New, and enter the data for that branch, click save
3. Assign the existing records to the branch:
Employee Records
Technicians / sales reps / EA users that work in one branch only will need to be updated
Warehouses: If a separate Warehouse is needed for the new branch. Also update technicians warehouses
Customer Records (note you can use the Bulk Update feature under "Tools" to update a branch in a customer record)
Equipment Records (note there is NO bulk update feature in eAutomate for equipment. CEOJuice can run a script to bulk update for you if you provide the list, email help@ceojuice.com if you want this option)
Contract Records (note there is NO bulk update feature in eAutomate for contracts. CEOJuice can run a script to bulk update for you if you provide the list, email help@ceojuice.com if you want this option)
Equipment Details Contract Record:
**Of special note, Contract Revenue and Service Costs follow a hierarchy in eAuto for branches when Service Call is linked to Contract Record. The hierarchy goes to the branch set on the Equipment Details within the Contract Record first, then the Contract Record, then the Equipment Record. This would be for both revenue from the contract and costs from the call. So, IF Equipment within the Contract Record is set to Branch A, the Contract Record is set to Branch B, and the Equipment Record is set to Branch C, THEN BOTH Revenue and Costs go to Branch A.
Vendor Records
As new customer records are created, ensure to add the correct branch, then as new equipment/contracts are entered the branch will pull from the customer record.
***
See this link on how you can utilize CEOJuice subscription alerts by selecting branch "job roles" for your internal employees
0 Comments