What's new

You can now set up offices in Adfin, making it easier to group customers, track revenue, and manage credit control across different parts of your business 🏢

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When creating an office, you can add a custom email address and business address that will appear on the invoice PDF, allowing you to tailor invoices for different offices or locations.

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You can also:

• 👥 Assign customers to an office to easily track them and their payment activity
  
  
• 🧑‍💻 Assign users to an office, so any new customers they create are automatically linked to the correct office
  
  

Offices can also be used alongside tracking categories. By attaching a tracking category option to an office, it will be automatically preselected when creating invoices, and then synced through to Xero 🔄

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👉 You can find offices under account settings ⚙️

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