Skip to content

Find branch records

Open the branch list and understand which actions your access permits.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners Premium plan

All topics

Use Branches to find the branches recorded for your company.

  1. Open Branches and review the list.
  2. Open the relevant branch to inspect its details.
  3. To start a new record, use Create Branch if your role permits it.
Branches page heading with Create Branch at the right
Branches page heading with Create Branch at the right

The create and detail screens are separate from the list. Opening either does not save a branch. Create and Save actions require their corresponding access; reviewing a branch is not an instruction to change its assignments or delete it.

Did this guide help?

↑↓ to move · Enter to open · Esc to close

Still stuck?

Sign in to Cybooks and contact support so the team can help in the right account context.