Your FP system allows for an agency to have more than one location, as well as the ability to break work out to different departments or units.
Please review this article to learn how and why you might have more than one Office in your system, how you can separate the work for those Offices, and how you can use Cost Centers.
Adding Another Office
The Company Type of "Office" should only be associated to your company - aka the company that is using the FP system. If your agency has more than one location, you may wish to add this as a different office in your FP system.
To set this second office up, begin by hovering over Companies in the main navigation bar, and choosing Add Company.
You will land on an Add Company page. Required fields are marked in blue. The key field to fill in is Company Type - be sure to select Office from the drop down menu. Click Submit when done.
You will now need to add this company as an Office in the Admin area of the system. Hover over the Admin menu and choose System Set Up > Office Preferences.
You will land on the Office Details page. From the top right of the page, choose the Add Office button.
From the Company Name drop down menu, you will see any company you created earlier, and marked with the Company Type of Office.
Pick the additional office, and fill in any other fields including the option to upload the logo that should appear on printouts from this Office.
Click Submit/ Add when ready.
The new Office has now been created and will appear in your Office List.
Note that this additional Office does not impact the total number of seats you have with FP. As well, note that your staff can be associated to one Office only. You can change this setting on any staff Contact page.
You can see a list view of Staff and their associated Office on your Staff List view within the Admin area.
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