Setting Up Departments
A department identifies the financial entity or management unit that is responsible for an accounting transaction. Examples of departments are Building Department or Police.
Department is one of the six segments (fields) that may be specified for each accounting rule distribution line to classify the transaction for financial and operational reporting purposes.
You add, modify, and delete departments on the Department page.
Adding a Department
Select
.On the Department page, click Add.
On the Department Details page, enter values for the following fields:
Elements of the Department page
Page Element
Description
Department
Enter a unique identifier for the department.
Description
Enter a description of the department.
From Date and To Date
Enter the date range for which the department is valid.
Click Save.
Modifying a Department
Select
.Click a row on the Department page.
On the Department Details page you can:
Update the department field values.
Note: You cannot edit the Department field.Delete the department. You will be prompted to confirm the permanent deletion.
Click Save.
Deleting Departments
Select
.Click Edit.
Select the check boxes next to the departments you want to delete.
Click Delete. You will be prompted to confirm the permanent deletion.