The release of Version 18.1000 supports a robust multiple office location feature which allows users to attach clients to different office locations. The default office is "Registered Location". In the example below, the client is associated with the Florida office.
You can manage billing by office location.
Most reporting screens now support reporting by office location.
The Due Date Management module fully supports the multiple office feature.
Due date reports are fully integrated with the multiple office feature.
The list below shows all the reports and modules now supported by the multiple office feature with more to come in future updates:
Multiple Office Reports and Modules in Version 18.1000
Work in Progress Detail Report
Work in Progress Summary
Daily Transaction Reports
Payments for Selected Period
Invoices for Selected Period
Billing Activity Reconciliation (Invoices & Payments) - Accrual and Cash Basis
Staff & Client Performance Reports
Staff Realization - Production Based
Staff Realization - Invoices & Production
Staff Realization - Paid Production
Client Invoices Amounts w/Costs by Code
Client Snapshot Report Main
Address & Client List Reports
Client/Contact Address Listing
Client/Contact Phone & ID Listing
Client Phones & More Info (Tax y/e)
Client Listing Clients in selected CRM categories Main
Client/Contact Phone & Address
Client/Contact Phone/Address Notes
Client Account Balances (Master File Reports)
By Billing Partner, Group ID & Name
By Originating Partner, Group ID & Name
By Staff, Group ID & Name
By Client Type & Name
Descending Balance Order by Group Id
Billing Dashboard, including Auto-Biller by Location
All Due Date Reports
Due Date Report - No Tracking
Detail Due Date Report - w/Tracking Detail History
Status levels Report - No Tracking Detail
Notifications Report - Including Sub-tasks
Filters on Manage/Edit Deadlines Screen
Modules that will be addressed in the near future