Tracking Branch and Department on GL Transactions

Modified on Thu, 17 Jul at 9:41 AM

Evolution supports tracking Branch and Department numbers on each General Ledger (GL) transaction. This feature enables custom reporting by branch and department.


What This Feature Does

When enabled:

  • The system will automatically track Branch and Department numbers during GL transactions generated through invoicing.

  • In manual entries (such as Journal Entry and AP Invoice Entry), the system will either ask for or require users to select Branch and Department information depending on the setting chosen.


How to Enable or Configure

To configure this feature:

  1. Go to Settings > Administration > Company > Accounting Tab

  2. Locate the “Capture Branch & Department for GL Transactions” setting.

  3. Choose one of the following options:

    • Off – No branch and department tracking.

    • Ask – The system will prompt for Branch and Department, but it’s optional.

    • Require – Users must enter Branch and Department values before saving.

  4. Save your changes.


Benefits

  • Enables Branch and Department-level Profit & Loss (P&L) reports without the setup of additional Chart of Accounts. 

  • Supports simplification of the Chart of Accounts, reducing the need for duplicate GL accounts per location or department.


Important Considerations

If you are already live on Evolution and want to simplify your Chart of Accounts based on this feature:

  • Please consult with the Softbase Implementation Team before making changes.

  • Our team can help assess the impact and plan a safe transition strategy.

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