Offices 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 Map (AO) > Internal > Offices. (AO New Zealand) If you are integrated with AO Classic, you can: UI Text Box |
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| 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. |
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title | To set up and edit an office |
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| Select Maintenance
| > Internal > Internal > Offices on the main menu (AE) or Maintenance > Maintenance Map
| > Internal The Maintenance — Offices page opens. Enter the Office Name in the first blank row at the top of the table.
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Overtype the text to modify an existing name. Enter the Office Code. (AO Australia) Overtype the text to modify an existing code. (AO New Zealand) The Department Code
| is is limited to a maximum of four alphanumeric characters. You cannot edit the Office Code after you press [Enter]. (Optional) Enter the address in the Address 1, Address 2 and Address 3 fields.
| Entering address details is optional. Enter the Town, County (State), Postcode and Country. Press [Enter].
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A new blank row is created at the top of the table. Repeat
| Step 2. to Step 6. steps 2 - 6 to set up further offices. Click OK
| .To to save the changes and close the Maintenance — Offices page.
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