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

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.

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

🔄 For switching an agent’s main/default office: See this article https://support.loft47.com/portal/en/kb/articles/switch-agent-reporting-offices.

🏢 For selecting between multiple offices for an agent: See this workaround https://support.loft47.com/portal/en/kb/articles/agent-reporting-office-and-secondary-office-workaround.