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Showing articles from Department Management tag

How-to Reactivate a Department Code

* Click the cog on the top right of the page and select ‘Company Settings’ from the list * Select ‘Department Management’ from the menu on the left of the page * Click ‘Show InActive’ on the right of the page * Search for the department code you want to update by code or description by …

How to Import Department Codes to Your Account (CSV Import Only)

* Export your department names and codes from your accounts package. Make sure the exported file is in .CSV format and that the first row of the file includes column headers for your department name and code. * Click the gear icon on the top right corner of the page and select " Company Settings " from the list. *…

How to Edit Your Department Code

* Click the settings icon on the top right corner of the page, then select ‘ Company Settings’ from the options. * From the menu on the left side, select ‘ Department Management’ * Search for the department you want to update by typing the code or description in the search fields. * Once you've found the departm…

How to Manually Add a Department Code to Your Account

* Click on the gear icon located on the top right corner of the page and select " Company Settings " from the list. * From the menu on the left of the page, select " Department Management ". * Click on " ADD NEW DEPARTMENT " button located at the bottom right corner of the page. * Fill in the department details, …

​​​​​​​​​​​​​How to Activate or Deactivate a Department Code

Summary : This article provides step-by-step instructions on how to activate or deactivate a department code in your company settings. * Click the cog on the top right of the page and select ‘ Company Settings’ from the list. * Select ‘ Department Management’ from the menu on the left of the page. * Locate th…

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