Offices (administration)
Offices represent physical or logical locations of your firm (head office, satellite branches, overseas desks). They drive addressing, mail routing, and some reporting dimensions.
Where to find it
In the Admin area, open Offices to maintain the list.
Typical configuration tasks
- Add a new office when the firm opens a location.
- Set default office flags where the product supports them.
- Ensure trust accounts and bank details reference the correct office when statutory reporting is office-scoped.