ACTION
Add: all office addresses, KEY, time zones, dates & times format
NOTE
Access Only Company Admins have access as this is in Admin Console
Edit The information can be revised at any time
How to add Your Office
If you already have an Office added you should clone that Office and then make adjustments
Navigate to Offices Index
Navigate to the Admin Console and select Offices from the grey menu bar
Add Office
Click Add New from top right of the Office Index
Add Office details: office name, office key, address, website, timezone, date & time format, currency and VAT
Click Save
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 can be overwritten at invoice stage
How to edit Office details
Office details can be edited from General or Global Offices Admin Console - any changes will be reflected in both
Navigate to Offices Index
Navigate to the Admin Console and select Offices from the grey menu bar
Edit Office
Find the required Office from the Office Index
Click the 3 dots on right side of screen and select Edit
Edit details as required and select Save
How to clone Office
Navigate to Offices Index
Navigate to the Admin Console and select Offices from the grey menu bar
Clone Office
Find the required Office from the Office Index
Click the 3 dots on right side of screen and select Clone
Edit new office details
Change the office of Admin Console Office, from the drop down list in the top left grey menu bar
Review all the tabs in Organisation and Timesheets & Expenses and make any changes that are different to the original cloned Office - and Save each tab
The Admin Console menu bar is split in two - items above the line (Organisation and Timesheets & Expenses) are applicable per Office. Whereas all the items below the line are global and applicable for all Offices