This article explains how to add a Branch in Insight Legal.
To Add a Branch
- Click on System
Select Settings, and you will be navigated to the System Settings screen
- Select Branches
Click Add
Enter the following details:
- Code
- Description
- Client Bank
- Office Bank
Add the Address
- Add Contact details
- Add the Auto Bill Numbering:
- Click the Auto Number Bills checkbox
- Next Number
- Reset to Number
- Click Apply
Add the Auto Archive Numbering:
- Click the Auto Number Archive checkbox
- Next Number
- Reset to Number
- Click Apply
Click on the image to enlarge - Once done, click Save