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CA Cloud Desk

Add Branches

Add and configure office branches from your profile: open Branch Data, use the Add Branch button, then complete the step-wise flow (Basic Details, Billing, Payment, Social Media, Support).

Path

Dashboard → Profile (user icon) → Branch Data → Add Branch (+)

Step-by-step instructions

1

Go to Dashboard, then go to Profile

From the main Dashboard, click your profile icon (user avatar) in the top-right corner to open your profile area.

Dashboard with profile icon in top right
Dashboard — use the profile icon (top right) to open Profile.
2

From My Profile, select Branch Data

On the Profile page, use the secondary navigation tabs and select Branch Data (alongside My Profile, Organization Data, Credits, Organization Document).

My Profile page with Branch Data tab
My Profile — select Branch Data in the tabs.
3

Click the plus icon to add a branch

On the Branch Data (My Branch) screen, click the blue plus (+) button (tooltip: “Add Branch”) to start adding a new branch.

Branch Data page with Add Branch plus button
Branch Data — click the + (Add Branch) button.
4

Complete the step-wise Add Branch flow

The Add Branch process has five steps. Complete each in order: Basic Details → Billing → Payment → Social Media → Support. The first step is Basic Details.

Basic Details Billing Payment Social Media Support
Add Branch stepper: Basic Details, Billing, Payment, Social Media, Support
Add Branch — step-wise flow: Basic Details (active), then Billing, Payment, Social Media, Support.

Basic Details — fields

In the Basic Details step, fill in the following. Where applicable, choose Yes or No (e.g. for GST, Allow Outside Radius, Allow Face Recognition, Auto Timesheet Approval). Optionally check Make this branch as default branch, then click Save and Next to proceed to Billing.

Identity & registration

  • GST — Select Yes or No
  • GST No.
  • Branch/Firm Name
  • Branch Password
  • PAN No.
  • Udyam Reg No.
  • Tag Line
  • Other Text

Contact & address

  • Mobile No.
  • Email
  • Permanent Address
  • State
  • City
  • PIN No.

Branding & documents

  • Signature
  • Logo

Default Invoice

  • Default Invoice — Choose from: INVOICE 1, INVOICE 2, INVOICE 3, INVOICE 4

Ledger Format

  • LEDGER 1
  • LEDGER 2

Default Payslip

  • Payslip 1
  • Payslip 2

Invoice & proforma

  • Invoice Raised By
  • Invoice Settings
  • Proforma Invoice Settings

Location & attendance

  • Allow Outside Radius — Yes/No (Allow Outside Radius)
  • Allow Face Recognition — Yes/No
  • Locations — Office Name, Latitude, Longitude, Radius

Employee & timesheet

  • Employee Expectation
  • Timesheet Lock Period
  • Auto Timesheet Approval — Yes or No

Branch default

  • Make this branch as default branch — Select if this branch should be the default.

Save and Next

After filling the Basic Details (and optionally setting default branch), click Save and Next to move to Billing. Then complete Payment, Social Media, and Support as required to finish adding the branch.

Video Tutorial

Watch this video for a step-by-step walkthrough of adding branches in CA Cloud Desk—Dashboard → Profile → Branch Data → Add Branch, and the Basic Details, Billing, Payment, Social Media, and Support steps. You can also use the View PDF button in the left sidebar to open or download the full guide.
Tutorial: Add Branches in CA Cloud Desk Watch on YouTube

Add Branch Guide PDF

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