Branches and staff on ZoboLedger

What this guide covers

Branches let you separate transactions by location. Staff linked to a branch record from their own phones, and entries are tagged to that branch automatically.

Branches and staff are available on ZoboLedger Premium. Free accounts include your main branch only.

When to use branches

Use branches when you run more than one shop, depot, or sales point and want reports per location. Each branch can have its own staff WhatsApp numbers.

Create a branch

1. Open your ZoboLedger WhatsApp chat.
2. Send Branch or tap Help → Browse commands → Branches & staff.
3. Choose Add branch.
4. Enter the branch name when prompted.
5. Link a staff WhatsApp number when asked, or skip and add staff later.

Premium supports up to 5 branches.

Link a staff WhatsApp number

From the Branches & staff menu:

1. Pick the branch.
2. Choose Add staff.
3. Enter the staff member's name.
4. Enter their WhatsApp number.

That number can now record transactions for that branch from their own phone.

How staff record transactions

Staff send sales and expenses the same way you do — plain text, voice, or receipt photos. ZoboLedger tags each entry to the branch linked to that WhatsApp number. You do not need to mention the branch name in every message.

View per-branch reports

When you request reports from your owner line, you can scope them to a branch where the product supports it. Quick summaries and full PDF reports can reflect branch activity depending on how you ask.

For account setup and Premium limits, see Account, billing, and credits.

Still stuck? Visit our Support page.