Original Office details were added when your account was created. Details can be edited in both General or Global Offices, any changes will be saved in both.

Select the office you would like to complete or update.

Under General, complete or update Basic Information relevant to each office once complete select Save.

The Currency set for an office is unchangeable once a record has been created. You can use the currency exchange feature to charge in another currency, this is set on the contract.

The Tax rate is the default VAT % for the office. This will be overwritten on the contract and can also be changed on the invoice itself.

Select Invoice Settings and complete or update these settings once complete select Save.

Navigate to Offices then select Add New from top right of the Office Index, complete all Office Details and select save once complete.

If you already have an Office added you are able to clone that Office and then make adjustments rather than making one from scratch.

Select Clone from the top right of the Office Index, complete new office details and Select Save or Select the required Office from the Office Index and click the 3 dots on right side of screen and select Clone

You can also Delete or Deactivate an Office. You can only Delete an office if there are no records associated with it and it will be permanently deleted. Deactivating an office will temporarily remove the office. It can be reactivated by going to the deactivated tab and selecting the office you wish to reactivate.