Set up an Office Branch

The term Office defines the physical locations of your practice. For example, branches of your practices. You can assign clients, partners, employees and assignments to an office for reporting purposes.

1. On the main menu click File > Maintenance > Internal > Offices.
2. On the Offices window, in the blank row at the top of the table, enter the Office Name. To edit an existing name, edit the text directly.
3. Enter the Office Code, this is a mandatory field.
4. Enter the address in the Address 1, Address 2 and Address 3 fields if required. Entering address details is optional.
5. Enter the Town, Postcode and Country.
6. Enter the Telephone and Fax number and the website details.
7. Press [Enter]. A new blank row is created at the top of the table.
8. To set up further offices, repeat steps 2 to 7.
9. When you have finished, click  to save the information and close the window.