Office General Settings
Office General Settings
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.
Select Invoice Settings and complete or update these settings once complete select Save.
Creating a new office
Creating a new office
Navigate to Offices then select Add New from top right of the Office Index, complete all Office Details and select save once complete.
Office Key allows you to identify the Office in References numbering system
Office address will pull to all templates; proposals, reports, outgoing POs, invoices etc
VAT default rate applied at invoicing but can be overwritten at invoice stage
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.