Add an office

If your firm has more than 1 office, staff with the proper permissions can enter information about each location in

Setup
Firm Settings
Offices

Purpose

When you add an office, it can be used as a filtering option in various firm reports.

If you don't see Offices in the menu, you don't have access enabled. Ask your Onvio administrator to add you to the permission group via the

Permission Groups

screen or the

Staff

set screen.

Add offices to staff members, contacts, or clients, and then use Office as a filtering option in reports.