Managing a Firm's Offices

Offices are for different registered entities (i.e. each entity has its own ABN and reporting name). Generally, they represent physical office locations or different parts of a business such as Audit and Tax & Accounting. This will depend on your individual organisation structure. For example; Brisbane office, Sydney office, etc. 


To show a list of your current offices, navigate to the Admin Centre by clicking on the dropdown menu in the top right of the screen and then click on OfficesHere you can add, edit or delete offices for your firm.



Note: By default a 'Main Office' will exist for every firm. It is recommended to edit this office before adding other offices.



Adding a New Office 


To add a new office click + New Office and complete the details. An example is shown below:


 

Each office must have at least one administrator user. To add a user, click on + Add User and complete the details, before clicking save. We recommend that the Administrator be the same as the owner/administrator the firm was set-up with. 



To save the office click Save and Close. You will be redirected back to the list of offices.



Editing an Office


To edit an existing office simply click on the relevant office from the office list and you will be taken to the details screen where you can make changes. After making the required changes click the Save and Close button.



Deleting an Office 


WARNING

Deleting an office cannot be reversed and is final 


To delete an office simply click on the office and you will be taken to the office details screen. Select the Delete button from the bottom right-hand corner of the screen. A confirmation box will be displayed to confirm the action. 



Next article: Managing a Firm's Teams

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