Reporting Office and Accessible Offices on Agent Profiles
Loft will report income and expenses to multiple office locations to Xero/QuickBooks Online as well as report to Franchises based on the Reporting Office you set in the Agents profile.
Reporting Office
Open the Agents profile and scroll down to the section entitled "Current Reporting Office:"
Click on Edit to set or adjust the reporting office
Click on Edit to set or adjust the reporting office
Tracking in your accounting software
Xero
To find or add tracking categories navigate to Accounting>Advanced>Tracking Categories.
Please note, if you've added a new Office in Xero, make sure you head back to Loft/Integrations/Xero menu and click the blue Sync Xero button to create a two way update of the changes you've made in Xero.
Please note, if you've added a new Office in Xero, make sure you head back to Loft/Integrations/Xero menu and click the blue Sync Xero button to create a two way update of the changes you've made in Xero.
QuickBooks Online
Navigate to the "All Lists" section under Settings
Select "Classes"
Click "New" and enter the class name
Please note, if you've added a new Office in QuickBooks Online, make sure you head back to Loft/Integrations/QuickBooks Online menu and click the blue Sync QuickBooks Online button to create a two way update of the changes you've made in QuickBooks Online.
Accessible Office
Setting the Office Access will allow your Agents to access their deals for a particular office. You can change this if they move locations so their level of access is changed with them.
To change the office, navigate to the Accessible office section of their profile (found under the profile notes section)
Click New
Add new accessible office.If the office is new and has not been added to your Brokerages/Offices page, it will not show up in the agent's accessible office dropdown when adding it. So you will need to add the office there first https://support.loft47.com/portal/en/kb/articles/add-edit-offices
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