\n| \n GENERAL<\/strong><\/p>\n<\/td>\n<\/tr>\n\nOffice Type<\/strong><\/td>\n| The Office type will be automatically pre-defined as Master.<\/td>\n<\/tr>\n | \nMaster Zone<\/strong><\/td>\n| Select the Master Zone which a Master Office is created in.<\/td>\n<\/tr>\n | \nTime Zone<\/strong><\/td>\n| Select the time zone which the Office operates in. By default, the system will set the time zone of the Master Zone.<\/td>\n<\/tr>\n | \nType of business<\/strong><\/td>\n| Specify the type of business of the Office.<\/td>\n<\/tr>\n | \nFormed date<\/strong><\/td>\n| Select the date of forming the Office.<\/td>\n<\/tr>\n | \nCompany name<\/strong><\/td>\n| Enter the legal name of the company which operates as the Office.<\/td>\n<\/tr>\n | \nDisplay Name<\/strong><\/td>\n| Enter the Office name which will be displayed on the Master portal.<\/td>\n<\/tr>\n | \nSystem Name<\/strong><\/td>\n| Enter the system name of the Office (name code).<\/td>\n<\/tr>\n | \nFederal tax id<\/strong><\/td>\n| Enter the federal tax ID of the Office.<\/td>\n<\/tr>\n | \nTrading As<\/strong><\/td>\n| Enter the DBA name for the Office.<\/td>\n<\/tr>\n | \n| \n ADDRESS<\/strong><\/p>\n<\/td>\n<\/tr>\n\nStreet 1<\/strong><\/td>\n| Enter the primary address of the Office.<\/td>\n<\/tr>\n | \nStreet 2<\/strong><\/td>\n| Enter the subsidiary address of the Office.<\/td>\n<\/tr>\n | \nSuburb\/City<\/strong><\/td>\n| Enter the city where the Office locates.<\/td>\n<\/tr>\n | \nState<\/strong><\/td>\n| Select the state where the Office locates.<\/td>\n<\/tr>\n | \nPostcode<\/strong><\/td>\n| Enter the zip code of the state where the Office locates.<\/td>\n<\/tr>\n | \nApplies<\/strong><\/td>\n| Check the box whether the Office has the builder\u2019s license.<\/td>\n<\/tr>\n | \nBuilder\u2019s licn no<\/strong><\/td>\n| Enter the builder\u2019s license number for the Office.<\/td>\n<\/tr>\n | \n| \n FINANCIAL YEAR INFORMATION<\/strong><\/p>\n<\/td>\n<\/tr>\n\nCurrent Financial Year<\/strong><\/td>\n| Select the current financial year for the Office.<\/td>\n<\/tr>\n | \nLast Month in Financial Year<\/strong><\/td>\n| Select the last month in the financial year.<\/td>\n<\/tr>\n | \nConversion Date<\/strong><\/td>\n| Select the conversion date.<\/td>\n<\/tr>\n | \n| \n CONTACT<\/strong><\/p>\n<\/td>\n<\/tr>\n\nEmail <\/strong><\/td>\n| Email address of the Office. It is generated automatically on the basis of the system name you specify. You cannot modify it.<\/td>\n<\/tr>\n | \nOffice phone<\/strong><\/td>\n| Enter the phone number of the Office.<\/td>\n<\/tr>\n | \nFax<\/strong><\/td>\n| Enter the fax number of the Office.<\/td>\n<\/tr>\n | \nMobile<\/strong><\/td>\n| Enter the mobile number of the Office.<\/td>\n<\/tr>\n | \n| \n MEASUREMENT<\/strong><\/p>\n<\/td>\n<\/tr>\n\nScale<\/strong><\/td>\n| Select the measurement scale for the Office. You can choose between the imperial and metric.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>When complete, click Process<\/strong>.<\/li><\/ol>\n\n\n\n When you create a new Master Office, you can import data from the existing Master or Franchise Office.<\/p>\n\n\n\n To import data from the existing Office:<\/strong><\/p>\n\n\n\n- Below the list with parameters of the Office, locate the Import Data from Office block.<\/li>
- Select the Office which you want to import data from. Once you have selected the Office, the entities for importing will appear.
![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-create-office-import-data.png\") <\/li> - Select the entities you want to import into a new Master Office from the existing Master or Franchise Office.<\/li>
- When complete, click Process<\/strong>.<\/li><\/ol>\n\n\n\n
Editing the Office<\/h2>\n\n\n\n- On the list with Master Offices, locate the one you want to edit.<\/li>
- Hover over the Office until the action icons appear.<\/li>
- Click the Edit<\/strong>
![\"\"](\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\") icon.<\/li>- On the Edit Office<\/strong> page, make the appropriate modifications.<\/li>
- To modify settings in the Financial Year Information block, click Modify<\/strong>. Confirm your decision, and then make modifications.<\/li>
- When complete, click Process<\/strong>.<\/li><\/ol>\n\n\n\n
Note<\/strong><\/p>\n\n\n\nModifying settings in the Financial Year Information block may require the recalculation of data and reports in the target Office.<\/pre>\n\n\n\nDeactivating the Office<\/h2>\n\n\n\nYou can deactivate the Master Office if it is no longer needed. To deactivate the Master Office you need to ensure that there is only one active User registered in the Office. Deactivation of the Office cannot be performed if there are more than two active Users registered in the Office or when there are only inactive Users registered in the Office.<\/p>\n\n\n\n - On the list with Master Offices, locate the one you want to deactivate .<\/li>
- Hover over the Master Office until the action icons appear.<\/li>
- Click the Deactivate<\/strong>
![\"\"](\"\/wp-content\/uploads\/2019\/02\/delete-icon.png\") icon.<\/li>- Confirm deactivation of the Office by clicking Yes<\/strong>.<\/li><\/ol>\n\n\n\n
After confirmation, the Office will be deactivated. The red Deactivated label will be shown for the Office.<\/p>\n\n\n\n The last active User in the Office will be automatically deactivated. Access to the Google services and the Builder Portal of the Office will be blocked too.<\/p>\n\n\n\n After 30 days, the Google account of the Office will be automatically deleted.<\/p>","protected":false},"excerpt":{"rendered":" Here you can manage Master Offices in the Master Zone and specify their data. To manage Offices, on the navigational sidebar, select Setup. Once the section expands, select Offices. The Offices page opens, as follows: Here you can see the list of Offices. For each Office, the following information is…<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[226],"ht-kb-tag":[],"class_list":["post-5308","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-corporate-master-settings"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5308"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=5308"}],"version-history":[{"count":2,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5308\/revisions"}],"predecessor-version":[{"id":8120,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5308\/revisions\/8120"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=5308"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=5308"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=5308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-offices.png\")
<\/figure><\/div>\n\n\n\n![\"\"](\"\/wp-content\/uploads\/2019\/03\/add-task-icon.png\"){kind=icon}
<\/strong> icon.![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-create-office.png\")
<\/li>