Solution Properties
Solution ID:
200427112220128
Last Modified Date:
Mon Jul 03 13:34:12 UTC 2023
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Using departments
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.

Let's look at how to create and edit departments, view department activity, and filter the Department list.

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.

View department activity

 NOTE: Departmental activity isn't available in Sage 50 Accounts Essentials. However, you can run many of the reports in other areas by department. For example, the detailed customer and supplier activity reports. 

  1. Click Departments and click the required department.
  2. Click Activity.

 

Filter the department list

You can't delete departments from the list, but you can filter the list to only show a smaller range of departments so that you have fewer records to scroll through.

 NOTE: In v29 and above, you can search for records within the Departments module. 

  1. Click Departments then click Filter.
  2. Enter your filter, click Apply then click Close. Use our handy How do I filter my lists? guide to do this.

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, for example, to 'Do not use'
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