Solution Properties
Solution ID:
200427112220128
Last Modified Date:
Wed Oct 14 15:42:31 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Create or edit a department
Description
Assign invoices, credits, orders and other transactions to departments, then report on each department's income and costs.
Cause
Resolution

Create or edit a department

NOTE:

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

  1. Select Departments, choose a department number then press Edit.
  2. Enter the department name and other details as required.
  3. Press Save, then press Close.

Further tips

  • Change the name Department to something that better suits your business, such as Division or Location. To do this, select Settings, then Configuration, then Custom Fields, and 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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