Centres are used if your practice wants more detailed reporting. A centre may be a geographically defined area (e.g., Europe or Australasia) or a business-related area such as Tax Processing.
Centres are set up and maintained by your system administrator using Maintenance > Internal > Centres.
To set up and edit a centre
Select Maintenance > Internal > Centres on the main menu or Maintenance > Maintenance Map > Internal > Centres. The Maintenance — Centres page opens.
Enter the Centre Name in the first blank row at the top of the table. Overtype the text to modify an existing name.
Enter the Centre Code. The code must be unique. Overtype the text to modify an existing code.
Press [Enter] to add more centres.
Click OK to save the changes and close the Maintenance — Centres page.
To delete a centre
You cannot delete centres that are being used by the system. If you try to delete a centre that is associated with clients or employees, an error message is displayed.
Select Maintenance > Internal > Centres on the main menu or Maintenance > Maintenance Map > Internal > Centres. The Maintenance — Centres page opens.
Click the row containing the centre you want to delete. Click to highlight the entire row.
Press [Delete]. A Confirm Delete message is displayed.
Click Yes. The selected centre is deleted.
Click OK to save the changes and close the Maintenance — Centres page.
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