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Create a new department within our chart of accounts

Updated over a week ago

You can do this by following these steps:

  1. Go to the Financials tab

  2. To the left-hand side in the Records section, click on Set Up

  3. Click on Departments

  4. In the next window, click the Edit icon

  5. Select the last line of departments that have already been created, then press the Tab button on your keyboard until it creates a new line

  6. Fill in your code, name and short name.

  7. Hit Tab on your keyboard again and then click Save at the top.

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