Managing Work Locations

Work locations are used in time and expense transactions to indicate where the work took place. When you set up locations, you can also select the sales tax authorities that apply for that work location. Work locations can be states, counties, cities, or any other location for which sales tax is collected.

Note: To select sales tax for a location, first set up the tax authority in the Practice Lists > Tax Rates grid. See Managing Tax Rates for more information.

To manage work locations, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
  2. Click Practice List > Work Locations on the navigation panel.
  3. Do any of the following as needed:
    • ClosedAdd a new work location.
      1. Click New on the button bar.
      2. Enter the work location name.
      3. If needed, select the check box for appropriate sales tax authorities in the Sales tax grid.
      4. Click Save & New to create a new work location or Save & Close to exit the window.
    • ClosedEdit an existing work location.
      1. In the Work Locations grid, select the work location you want to edit and then click Edit.
      2. Edit the information on the Work Locations window as needed.
      3. Click Save & New to create a new work location or Save & Close to exit the window.
    • ClosedDelete a work location.
      1. In the Work Locations grid, select the work location you want to delete, and then click Delete.
      2. Click Delete to confirm the deletion.

    Note: If you can't find the work location you need in the grid, click Refresh to update the list. You can also click Find to search for the location.

  4. Click one of the ClosedSave buttons or Cancel.