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Offices are nominally the physical locations of your practice for example, branches of your practices. You can also assign clients, partners, employees, teams, managers and assignments to an office for reporting purposes. In MYOB AE, you can create a number of offices.

Offices are set up and maintained by your system administrator using Maintenance > Maintenance Map (AO) > Internal > Offices.

(AO New Zealand) If you are integrated with AO Classic, you can:

  • edit the Office Name

  • create a new office that did not exist in AO Classic

  • not change the Office Code

  • not delete an office.

In MYOB AE, MYOB recommends that you do not rename the default, -UNSPECIFIED, office, as this may cause issues with data. This record is the default value when adding new clients and can impact on office-based reporting.

 

To set up and edit an office
  1. Select MaintenanceInternal > Offices on the main menu (AE) or Maintenance > Maintenance MapInternal > Offices. The Maintenance — Offices page opens.

  2. Enter the Office Name in the first blank row at the top of the table. Overtype the text to modify an existing name.

  3. Enter the Office Code.
    (AO Australia) Overtype the text to modify an existing code.
    (AO New Zealand) The Department Code is limited to a maximum of four alphanumeric characters. You cannot edit the Office Code after you press [Enter].

  4. (Optional) Enter the address in the Address 1, Address 2 and Address 3 fields.

  5. Enter the Town, County (State), Postcode and Country.

  6. Press [Enter]. A new blank row is created at the top of the table.

  7. Repeat steps 2 - 6 to set up further offices.

  8. Click OK to save the changes and close the Maintenance — Offices page.

To delete an office (AO Australia)

You cannot delete offices that are being used by the system. If you try to delete an office that is associated with clients or employees, an error message is displayed.

  1. Select MaintenanceMaintenance MapInternal > Offices. The Maintenance — Offices page opens.

  2. Click the row containing the office you want to delete. Click to highlight the entire row.

  3. Press [Delete]. A Confirm Delete message is displayed.

  4. Click Yes.

  5. Repeat steps 2 - 4 to delete additional offices.

  6. Click OK to save the changes and close the Maintenance — Offices page.