Skip to content
English
  • There are no suggestions because the search field is empty.

How to Create an Office

Creating an office ensures accurate financial tracking and cost management for each location or department. This setup is critical for regional P&L reporting, tax compliance, and client transparency.

Tip:  Why This Matters

  • Track performance by office or department (e.g., New York vs. Digital Media).
  • Apply correct tax codes and currencies for global operations.
  • Improve accountability for client billing and internal budgets.

 Step 1: Navigate to Offices

  • Go to Setup Files → Offices.
  • Tip: Use this section to manage all office-level financial settings.

Step 2: Create a New Office

  • Click New Office.
  • Tip: Create offices for major regions or departments to segment reporting.

Step 3: Enter Office Details

Fill in the following fields:

Office Code: Unique identifier (e.g., NY01 for New York).

Office Name: Name of the office or department (e.g., Digital Media Team).

Currency: Select the currency for transactions—important for global agencies.

Active: Check to activate the office; uncheck to deactivate.

Ownership: Enter % ownership for joint ventures or affiliates.

Country: Select the country for tax compliance.

Default Output Tax Code: Tax code for client invoices.

Default Input Tax Code: Tax code for supplier invoices.

Default Bank Account: Assign the bank account for this office.

Unique GL Accounts: Enable if this office uses separate GL accounts

Pass FX Gains/Losses to Clients: Include FX adjustments on client invoices if needed.

Supplier Invoice Email: Enter supplier invoice email address.

Step 4: Set Working Days

  • Define the standard workweek for this office.
  • Tip: Align with regional labor laws or client expectations.

Step 5: Configure Timesheet Settings

  • Ensure accurate time tracking for client billing.
  • Tip: Use consistent settings across offices for reporting clarity.

Step 6: Enter Other Details

  • Add any additional information.
  • To learn more about custom codes, click here

Step 7: Save

  • Click Save to complete the setup.
  • Your office is now ready for accurate financial tracking and reporting.

Tip: Agency Best Practices

  • Use consistent naming conventions (e.g., “Region: APAC” vs. “Asia-Pacific”).
  • Assign correct tax codes for each country to avoid billing errors.
  • Review office settings quarterly for compliance and accuracy.