The Locations feature allows you to assign locations to employees, which you then use to report on the costs of each location. A location does not have to be a geographical place; it could be a branch or department of your business. Watch the video below to understand how to add and assign locations to your employees and edit any of your previously created locations.
Watch the training video
Read step-by-step articles
We have listed below some additional articles you can read on this topic:
FAQs
Can I add multiple sub and sub-sub locations?
Yes, absolutely. When you add a new location, you can choose whether it sits under another location and also, if you wish for the reporting to roll-up to a parent location, or not.
What happens if I delete a location I used previously in the business?
If you delete a location, previous data belonging to that location will still be in the platform. But you will not be able to report on it, and the platform will add an Unknown Location field to those records. An alternative to deleting a location is to rename your location to Z_Old {old name}. Using this approach, they are still on the platform but at the bottom of the list.