Managing Departments in Accounting

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

1. Go to Settings > Company Settings > Manage Departments
2. Click “+Add New.”
3. Enter the department description, up to 50 characters.
4. 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

1. Go to Settings > Company Settings > Manage Departments.
2. Click the “Edit” icon in the row.  
3. Change the description.
4. 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.

1. Go to Settings > Company Settings > Manage Departments.
2. Click the “Edit” icon in the row of the Department you want to inactivate.
3. Uncheck the “Active” box
4. Click “Save.”

 Also check out, “Managing Payroll Departments,” for more information.

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