Departments

Assigning general ledger accounts to departments lets you narrow reports down to a department level.

Example 1: The equipment accounts are specific to the Equipment Department. Do you want to see all the journal entries for equipment depreciation, revenue, fuel, etc.? You can request a report of journal entries and specify the equipment department.

To set up a new department, navigate to [d] General Ledger, then [u] Set Up, then [b] Department Entry.

A list of all departments is displayed.

To add or change a department, click on the Details tab.

Department Actions

Inquire

This action lets you view, but not change, a department.

Add

Add a new department.

Change

Change the name of the department.

Delete

Delete a department that hasn’t been assigned to an account.

Print

Print, email, or export the department record to excel.

Department Fields

Department

The department field uniquely identifies the department.

Description

Display this description in reports.

Active?

Only active departments can be assigned to accounts.

Mapping Accounts to Departments

You can assign departments to individual accounts, or you can assign many accounts to a department all at once. To do that click on the Dept-Account tab and select the Change action.

Highlight the accounts that will be specific to this department. You can do this one at a time, or by holding down the <Shift> key and clicking on each account.

Click the ‘Select’ button to select the accounts.

And click the ‘Apply’ button to save your changes.