Managing Accounting Departments in Patriot Software

April 8, 2019

ahambach

Background

As an Accounting customer, you can set up and manage departments.  This will allow you to classify accounting transactions by groups.

Setting Up Accounting Departments

  • Go to Dashboard > Account Settings > Manage Departments
  • Click “Add New.”
  • Enter the department description, up to 50 characters.
  • Click Save.

The departments you set up at the company level can now be assigned to the following accounting transactions.  See the following help articles for more details.

You will also be able to filter by department on the Profit & Loss Report.

Managing Departments

You may edit or delete company level departments.  Go to Dashboard > Account Settings > Manage Departments

You may edit a Department name by clicking the Edit icon in the row.  Change the Description and click Save.  Any prior transactions that used this department will be updated with the new name.

You may delete a Department you no longer use by clicking the trashcan icon at the end of the row.  Note that any transactions that used this department will still remain.

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