Use location tracking

You can use location tracking to categorize data from different locations, departments, offices, regions, or outlets of the same company. You can assign each transaction, paycheck, year-to-date transaction, and payroll adjustment to only one location.

By assigning a location to each transaction as you enter it, you can later see locations on reports.

Assigning locations also lets you efficiently manage groups of transactions. For example, you can limit the Deposits page so that it shows only customer payments for a particular department. This lets you (or an employee who works at the department) see all the payments for one department and deposit them as a group. When you receive payments, however, they are automatically assigned to the location that was given to the invoice when it was entered.

You can specify a location on all transactions except transfers for each employee. That location is used as the default location on the employee's paycheck.

If you need another way of tracking segments of your business, you can use classes instead of locations, or with them. How?

To use location tracking:

  1. Turn on location tracking in Company Settings (or Account and Settings depending on what you see) and choose a name for your locations.
  2. Create locations.
  3. Assign a location to each transaction, paycheck, year-to-date transaction, and adjustment you want to track by location.
  4. Create reports by location.

See also

Create locations

Edit a location

Merge locations

Bill a customer from multiple locations