GL department categories allow you to group different GL departments together for reporting purposes. GL departments are used when setting up your chart of accounts, when adding employees, and in other areas of the program.
Add GL Department Categories
- Open the accounting module.
- Select the Edit menu in the upper left of the screen.
- Hover over Modify to expand the submenu.
- Choose the Setup Department Categories option. This will open the Department Categories window.
- To add a new category, click in the starred row at the bottom of the list and begin typing a category name.
- You can repeat step 5 for each new category you wish to add. When you have finished adding categories, click the OK button to close.
Add GL Departments
- Open the accounting module.
- Select the Edit menu in the upper left of the screen.
- Hover over Modify to expand the submenu.
- Choose the Setup Departments option. This will open the GL Departments window.
- To add a new department, click in the starred row at the bottom of the list and begin typing a department name. The system enables you to type as many departments as you like.
- Choose the worksheet that you want the department to apply. The worksheets here correspond to what is shown in the External DMS Statement.
- Select the category for the department. This allows you to group several departments together for reporting purposes.
- You can repeat steps 5-7 for each new department you wish to add. When you have finished adding departments, click the OK button to close.
To delete a department, highlight the line and click the delete button on your keyboard.