Managing Departments in Accounting
In this article:
Background
As an Accounting customer, you can set up and manage departments. This will allow you to classify accounting transactions by groups.
How to Set Up Departments in Accounting
- Go to Settings > Company 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:
- Customer Invoices
- Customer Credits
- Vendor Bills
- Vendor Payments
- Updating Vendor Payment History
- Managing Imported Transactions
- Entering a Deposit or Withdrawal
- Adding a Journal Entry
You will also be able to filter by department on the General Ledger Report and Profit & Loss Report.
How to Edit a Department in Accounting
- Go to Settings > Company Settings > Manage Departments.
- Click the “Edit” icon in the row.
- Change the description.
- Click “Save.”
Any prior transactions that used this department will be updated with the new name.
How to Make a Department Inactive
Departments tied to transactions or payroll should not be deleted and must be marked inactive instead.
- Go to Settings > Company Settings > Manage Departments.
- Click the “Edit” icon in the row of the Department you want to inactivate.
- Uncheck the “Active” box
- Click “Save.”
Also check out, “Managing Payroll Departments,” for more information.
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