Accountants Enterprise only
Centres are used if your practice wants more detailed reporting. A centre may be a geographically defined area (e.g., Europe or Australasia) or a business-related area such as Tax Processing.
Centres are set up and maintained by your system administrator using Maintenance > Internal > Centres.
To set up and edit a centre
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Select Maintenance > Internal > Centres on the main menu or Maintenance > Maintenance Map > Internal > Centres. The Maintenance — Centres page opens.
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Enter the Centre Name in the first blank row at the top of the table. Overtype the text to modify an existing name.
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Enter the Centre Code. The code must be unique. Overtype the text to modify an existing code.
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Press [Enter] to add more centres.
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Click OK to save the changes and close the Maintenance — Centres page.
To delete a centre
You cannot delete centres that are being used by the system. If you try to delete a centre that is associated with clients or employees, an error message is displayed.
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Select Maintenance > Internal > Centres on the main menu or Maintenance > Maintenance Map > Internal > Centres. The Maintenance — Centres page opens.
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Click the row containing the centre you want to delete. Click
to highlight the entire row.
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Press [Delete]. A Confirm Delete message is displayed.
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Click Yes. The selected centre is deleted.
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Click OK to save the changes and close the Maintenance — Centres page.