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How to create a new branch (new office)
Published Feb 17, 2023
How to create a new branch (new office)
You now have a new office that you want to separate from the main (head) office.
Here are the steps to follow
Step 1 - Go to Branches in NexOne
Step 2 - Create the branch
Step 3 - Add information for the new branch
(Québec only) If you have a different Centris code for the new branch, you can add it.
Step 4 - Also you will add a director and an administrative assistant
Step 5 - Headers and footers
If you want to send Letters, Invoices or Statement of account for the broker add to this branch, You must put headers and footers
Step 6 - Tax Numbers
Add the same tax number as the main branch
If you do not add the tax numbers they will not appear on the invoices sent to the agents associated with this branch
To finalize all, - Select Save and Close
, multiple selections available,
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