User-level: System Administrator
Previous steps: Configuration overview
Multi-office is incredibly useful for organisations with offices in different locations.
Having multiple offices set up helps to separate staff and projects but also helps to find and pull in resources from other offices to help on critical projects. You can also report on and add staff to different offices where required.
You can also manage your offices to use separate default Rate Groups, invoice numbers, project numbers, and purchase order numbers, making this a very customisable feature for managing multiple offices to stay highly organised and save you time.
Setting up Multi-office
Click on the organisation drop down > Settings > Organisation > Offices
Click the green Add button
Enter all of the relevant information here for your new office.
Projects & Invoicing (default project and invoice numbers)
Financial (default rates)
Leave policy (Requires Synergy HR)
Public holiday calendar (Requires Synergy HR)
Complete this by clicking 'Save and Close'.
You can repeat this for all offices.
The first office you set up in Synergy will always be known as the 'Head Office'. This can not be changed.
What you can edit:
As a System Adminsitrator on Enterprise, you can:
Add an office
Edit office details
Move a project from one office to another (From Office A, to Office B)
The System Administrator will need to be a part of both Office A and Office B, in order to move from one office to the other.
When changing offices, any existing invoices and WIP transactions will remain linked to the office it was originally created under.
Now that you know how to set up Multi-office, you can start to more effectively manage your Organisation's staff, projects and invoices.
Where to next?
What other features does this relate to?