Workspaces
Organization
Company, branches, departments, designations and employees.
In detail
Organization holds the company structure: Company, Branch, Department, Designation and Employee. Yatra For Fun Pvt Ltd with abbreviation YFF is defined here, and the Company record carries the defaults that every posting relies on: default Debtors, Creditors, Cash, Bank, Stock In Hand, Round Off and Cost of Goods Sold accounts and the cost center. The owner sets it up once; it is reopened when a branch opens or staff join. Employees here are the names used on expense claims and payroll, not users who can log in.
How to record it in BRAccount
- 01Go to Organization from the sidebar.
- 02Open Company and review the default accounts on the Accounts tab.
- 03Click Branch > New for a second location such as Koteshwor.
- 04Click Department and Designation to define the structure.
- 05Click Employee > New for each staff member with their department.
- 06Link an Employee to a User if they need desk access.
When to use it
Set up the company structure and staff list.
Example from the demo books
Yatra For Fun Pvt Ltd, abbreviation YFF.