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Company Branches

Overview

Company Branches enable linking and managing businesses with a head office and subsidiary or branch offices.

A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

Company Groups can be setup with a Master Company and Branch Offices, including an option to have all Accounts Receivable Tax Invoices directed to the Master Company.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

In the side menu of RMS, go to Setup > Company.

  1. Select 'Edit' on an existing Company.
    RMS Company list screen showing multiple companies with one company highlighted and the Edit button selected to open its setup.
     
  2. Navigate to the 'Branch Offices' tab.
  3. Select the Add icon used to attach a new branch company to the master company. 'Add' icon.
    RMS Company edit window on the Branch Offices tab showing an Add button or icon to open a list of companies that can be linked as branch offices.
     
  4. Select the checkbox for the Branch Companies.
  5. Select the Attach icon used to link the selected companies as branch offices to the master company. 'Attach' icon.
    RMS Branch Offices selection window listing available companies with checkboxes ticked for chosen branch companies and the Attach icon or button selected to link them as branches of the master company.
     
  6. Select if Company Rates to apply to Branches.
    RMS Branch Offices configuration dialog showing an option to apply the master company’s rates to all attached branch companies, with Yes or No selected before saving.
     
  7. Select Exit icon used to close the Branch Offices setup and return to the main Company configuration screen. 'Exit' to return to the Company setup.
    RMS Company edit window on the Branch Offices tab showing attached branch offices listed and the Exit or Save/Exit button clicked to return to the main company setup screen.
     
  8. Setup Accounts Receivable to Head Office (Optional).
  9. Select a Branch Company.
  10. Select the Edit icon used to open the selected branch company’s details. 'Edit' icon.
    RMS Company list with a branch company selected and the Edit button clicked to open its configuration, including Accounts Receivable options.
     
  11. Go to the 'Accounts Receivable' tab.
  12. Select 'Send All Accounts Receivable to Head Office'.
  13. Select 'Save\Exit'.
✎ Please Note: Opting to send all Accounts Receivable to Head Office, will redirect any Tax Invoice generated on an account where the Bill To is the Branch Office to be for the Master Company instead.


 

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