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Navigation and General

Setup

How to create an office

Creating an office in Accountability ensures that the user can accurately track financial performance and manage costs at each physical location or department.

Steps:

Navigate to SET UP FILES > Offices.
Click New Office.
On the Details section, enter the following information.

Field	Description
Office Code	Enter a unique identifier for the specific location/department.
Office Name	Enter the name of the specific location/department.
Currency	Enter a system of money in general use for the specific location.
Active	Select this box to turn a location active, and uncheck it to turn the location inactive.
Ownership	Enter the percentage of ownership of this specific office. Enter 0 if not applicable
Country	Select the country this specific office is located in. - Optional
Default Output Tax Code	Select the specific tax code for the specific location.
Default Input Tax Code	Select the specific tax code for the specific location.
Default Bank Account	Select the bank account for the specific location/department. - Optional
Unique GL Accounts	Select this feature if the office has unique GL Accounts. - Optional
Pass FX Gains/Losses to Clients	Select this box to include the FX Gains/Losses to a client's invoice for the specific office. - Optional
Supplier Invoice Email	Enter the supplier invoice email address. - Optional

4. Select the default Working Days

5. Select the Timesheet Settings

6. Enter Other Details. To learn more about custom codes click here

7. Click Save

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Continue to Departments

Related Links:

My Office Filters

Close the accounting month for specific transaction types and/or offices

Interoffice cost sharing

Interoffice revenue sharing