3.2. Branch Setup

Name: Branch Setup

Go to: Home > Settings > General

Steps:

1. Open General settings and complete branch profile.
2. Set receipt/payment defaults.
3. Save and confirm no validation errors.

Go to: Home > Settings > Upgrade

Steps:

1. Run required upgrade actions.
2. Wait until upgrade completes successfully.

Go to: Home > Settings > Migrate

Steps:

1. Open migrate area for import/export tools.
2. Follow the detailed import guide in 3.22. Import Data.