This topic will cover setting up, editing, deleting, and inactivating departments. This topic also covers the use of the department list.
Use this form to create a department (AKA: Profit Centers) for your business. Examples may include Service, Installation, and Maintenance.
Departments can be displayed on your income statement, transaction detail by account, and certain other reports. This allows you to better understand how your particular departments contribute to your company’s overall profit or loss.
From the main menu, click Company > Lists > Department List.
|Department||Enter a description of the department. We recommend you keep it short. Example: Service or Installation.|
|Sub Type Of||Select another account as a parent. For example: You may create a parent department called Service and two children called HVAC and Plumbing.|
|Description||Enter a full description for the department. Example: General repair and maintenance of HVAC equipment.|
|Alias||Enter a three character alias for this department. This field is required and may not be duplicated. Example: SRV for Service.|
|Department is Inactive||Check this box to inactivate the department. When inactive, the department is not deleted, it is only removed from selection lists.|
|OK||Saves your changes and closes the form.|
|Cancel||Closes the form without saving any changes that were not already saved.|
Example Department Setup