Departments

The Departmental Accounting feature gives you the ability to track financial profitability within your business by department. You can now assign a single department or multiple departments per transaction.

A new preference has been added to the System Preferences enabling you to turn on the feature. Once the feature is activated, departments can be allocated to the following transaction types:

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Record Journal Entries

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You can also assign a department to all cards in the card details section. This will give you the abililty to keep a seperate list of cards by departments while keeping all cards part of the same larger list.

To enable allocation of departments

Go to the Setup menu and choose Preferences.

Click the System tab.

Select I Use Departments; if Departments Are Not Assigned to All P&L Accounts Don’t Warn/Warn [System-Wide].

note : Turning off department tracking deletes all departments and all related information

If you choose to turn off department tracking, any departments you have created and their transaction history will be deleted from your company file. You should make a backup of your company file before you take this step so that you can access this information if required.

To create a department

Go to the Lists menu and choose Departments. The Department List window appears.

Click New. The Department Information window appears.

In the Department ID field, enter up to a 5 alpha-numeric characters used to identify the department then press tab.

In the Department Name field, enter the name of the department.

If you want to enter a description of the department or notes related to the department you can enter up to 1000 characters in the description field.

Click OK.

To assign a department to a card

Go to the Card File command centre and select Card List. The Card List window appears.

Select a card and click Edit. The Card Information window appears.

Click the Card Details tab.

Enter the department ID in the department field then tab.

Click OK.