Solution Properties
Solution ID:
200427112220128
Last Modified Date:
Thu Apr 03 12:49:11 UTC 2025
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Create or edit a department
Description

When you post invoices, credits, orders and other transactions, you can assign them to the relevant department number. You can then report on activity by department to analyse your income and costs.

Cause
Resolution

Create or edit a department

 NOTE: There are 999 existing department numbers available for you to use. 

  1. Click Departments, click a department number then click Edit.
  2. Enter the department name and other details as required.
  3. Click Save, then click Close.

Further tips

  • You can change the name Department to something more applicable to your company, for example, Division or Location. To do this, on the menu bar click Settings, click Configuration, click Custom Fields then edit the Department field
  • You can also enter Budgeting and departments
  • You can't delete a department, but if you no longer use it you can edit the department name to 'Do not use'
Steps to duplicate
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