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Work in another branch

A user who is mapped to more than one branch chooses the branch to work in from the profile menu. New documents are made in the chosen branch.

  • Administration Company and branches
  • 3 min read
  • Updated October 20, 2026

For Administrator Accountant Owner

Switching

The profile menu shows your name with your current branch in brackets. Open it and choose Switch branch.

  1. Open the profile menu
    Who
    Any user mapped to more than one branch
    Where
    The profile menu (your name) > Switch branch
    What changes
    Switch branch to opens with a list of your branches.
    Needs
    The company is branch based and you are mapped to at least two active branches. Otherwise the menu has no Switch branch.
  2. Choose the branch
    Where
    Branch
    What changes
    The list holds only the active branches you are mapped to.
  3. Confirm
    Where
    Switch branch
    What changes
    The page reloads. New documents are made in the chosen branch, the lists open for it, and its default warehouse and its numbering series are used.

When a branch is missing from the list

The branch is inactive, or you are not mapped to it. Ask the administrator (A user cannot see or choose a branch).

Common questions

I switched branch and the invoice Add button disappeared.

The branch you switched to has no active numbering series for invoices that covers today. Ask the administrator to add one (Create and manage numbering series, Branches).

Does switching branch sign me out?

No. The page reloads and you stay signed in. Because the page reloads, save or finish what you are entering first. What does sign you out after a short warning is an administrator editing your user, your role or your branch (Who sees what: licence, role, permission, branch).

Do my documents move to the new branch?

No. Each document stays in the branch it was made in.

Related guides

Branches A branch is a shop or office. Add it on the Branch tab of Company setting, within the number your licence allows; then give it… Map several users to a role or to a branch Two screens give a role, or a branch, to many users in one go: choose the role or the branch, tick the users, and save. They add… Add or change a user A user needs a user name, a password, a name, an e-mail, a default branch, a main role and the dates the user may sign in. Extra… Create and manage numbering series A series gives one kind of document its numbers for one branch and one fiscal year. This article is the administrator's view: how… A user cannot see or choose a branch A user can choose only the branches they are mapped to. Check that the company is branch based, that the branch is active, that…

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