Add an office
Show expandable text
Hide expandable textIf your firm has more than one office, staff who have appropriate permissions can enter information about each of your firm's locations in Setup > Offices.
Purpose
When you add an office, it can be used as a filtering option in various firm reports.
Permission required
If you don't see Offices in the menu, you don't have access enabled. Ask your Onvio administrator to add you to the appropriate permission group via the Permission Groups screen or the Staff setup screen.
Next steps
Add offices to staff members, contacts, or clients, and then use Office as a filtering option in reports.