Reporting Office, Tracking Categories and Office Access on Agent Profiles
Loft will report income and expenses to multiple office locations to Xero as well as report to Franchises based on the Reporting Office you set in the Agents profile.
Open the Agents profile and scroll down to the section entitled "Current Reporting Office:"
Click on Edit to set or adjust the reporting office:
To add a new office simply let us know what the office name is.
This allows you to view financial statements by the office.
To find or add tracking categories in Xero head to Accounting>Advanced>Tracking Categories. If you've added a new Office in Xero, make sure you head back to Loft>Xero menu and Sync Xero to create a two way update of the changes you've made in Xero.
The Reporting office is not to be confused with Office Access:
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.
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