Reporting Offices is a field to group and match Members and Clients to geographical areas. Offices play a large role across the system and can be found in recruitment, allocations, reports, and finance.
- Access Masters > Reporting Office
- Select Add New Office
- Enter the Office Details
- Ensure you apply data in the Mandatory fields marked with a red *.
- Select the Green Tick to Save
Things to consider when setting up:
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- If the head office is selected on the office, it will appear on the invoice as the head office.
- If you don’t want applicants to be able to apply for this office as it’s purely internal use, select “Do not show in application page.”
- The manager appears on the invoice and will receive emails for document batch expiry program and all other batch programs. All other batch programs will be sent to the reporting office manager.
- To get staff in the drop down please follow the article below