This article explains how to add and edit a Branch in Unity® Practice Management.

The Maintenance option allows you to do the following actions:

• Add new Branches
• Edit the details of existing Branches
• Select default Branch values (e.g., for source of introduction). These default items will be automatically selected, e.g., whenever you open a new matter

How to Access this Option in the Interactive Accounts Program. 

1. Open the Accounts program
2. Click on the Maintenance icon
3. Double-click the Branch option

How To Access This Option in the Coredata Program

1. Open the Coredata program

2. Click Maintain on the top toolbar

3. Select Branches

How To Add A Branch

1. Click Insert
2. Enter a Branch name
3. Enter a SPOCC supplier number if applicable
4. Tick the checkbox if you wish to make it the default (i.e., main) Branch
5. Enter the address details
6. Select any Branch defaults (default partner, default bank accounts, etc.) if required These default items will be automatically selected whenever you open a new matter
7. Enter a DX number and District
8. Enter a Sort order to dictate how items appear on the Branch list
9. Click Save

How To Edit A Branch

1. Click on the Branch from the list
2. The information for the selected Branch will be displayed in the Details section, and any field can be edited
3. Once you have edited the Branch Details, click Save