Track Branch Transactions

Once you’ve created branches, included new GSTINs, 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 Invoice.

Associate Branches to Transactions

Each time you create a new transaction, you will be able to associate a branch to it. You can associate a branch for all your sales and purchase transactions. To associate:

• Go to any transaction module. For example, let’s associate branches to Invoices.
• Click + New in the top-right corner to create an invoice.
• Select the Customer and the Place of Supply.
• Select the Branch for which you’re creating the transaction.

• Based on the branch chosen, the relevant GSTIN and address will be updated in the transaction.

• Enter other details, and click Save.

Similarly, you can create transactions and associate branches for other modules as well.

Here are some points to note:

• All the transactions added before enabling the branches feature will be associated to the head office/primary branch.
• By default, all the transactions you create will be tracked under the head office/primary branch. You will have to manually select the branch each time you create a transaction.
• The inter and intra-state taxes will be calculated for each transaction based on the branch chosen.
• The transaction series and address will be according to the branch selected while creating the transaction.
• Payments can be made or collected among the various branches.
• The estimate created for a branch cannot be converted to an invoice for another branch. This applies to other transaction types as well.

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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:

• Go to your Zoho Invoice’s Dashboard.
• Click the All Branches dropdown in the top-left corner.
• Select the branch whose details you want to view.

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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 sales or the expenses of a particular branch.

• Reports for Specific Branches
• View Branch Details in Reports
• Generate GST Returns

Run Reports for Specific Branches:

• Go to the Reports module in Zoho Invoice.
• Select a report for which you want to view the details. For example, the Sales by Item report.
• Click the Customize Report option in the top.
• Go to the General tab and you will be able to find the Advanced Filters option.
• Select the parameter as Branch from the dropdown.
• Set the comparators and choose the branch or branches.

• Click Run Report.

View Branch Details in Reports:

• Go to the Reports module in Zoho Invoice.
• Select a report for which you want to view the details in the report.
• Click the Customize Report option, and go to the Show or Hide Columns tab.
• Select the Branch column and click Run Report.

Generate GST Returns:

When you have multiple GSTINs, the returns will be generated for each GSTIN separately. A dashboard in GST Filing will list all the GSTINs.

In case of GST returns and summaries, a new GST panel with the Branch and GSTIN will be displayed. Click View Summary to view all the returns associated with the GSTIN.

Alternatively, you can also filter the individual tax summaries available in the Reports module.

• Go to the Reports module.
• Select GSTR-3B Summary (or any return) under Taxes.
• Choose the GSTIN from the drop-down to run the report.

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Next >

• Other Actions

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