You can use FirstBIT ERP system for accounting by departments. To analyze the company profit and loss by departments, create its structure in this catalog. To make this catalog available, enable the ‘Accounting by Several Departments (two or more)’ option in the ‘Enterprise’ section (to learn more about the section settings, see par. Settings for the 'Enterprise' section).

To access the catalog, go to the ‘Accounting’ section (see figure below). 

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The schematic showing how to access the ‘Departments’ catalog

By default, the system has one department that can be edited. To do so, press the ‘More’ button in the catalog right side toolbar and select ‘Edit’ from the drop-down list or double-click the line with the department name. You can right-click the line instead of pressing the ‘More’ button. To learn more about editing, see par. Create and edit department. To see how to build the structure, please refer to the same paragraph.

As the list is filled and for convenience of workTo access the master data, select Accounting > Master Data > Departments.

Having a hierarchic structure of departments in your application enables you to analyze the company profits and losses by department.

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The Departments list

By default, there is one department (Main Department) that can be edited.

By creating parents (folders) for related departments, you can create a hierarchy structure that reflects the actual structure of your company. The number of levels is virtually unlimited.

As the list is populated, you can change its display settings. Press the ‘More’ button in the catalog right side Click More actions on the toolbar and select ‘Configure Configure list. ..’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item For more information on the list settings, see Working with the item list.

The toolbar buttons

To add a new department, click the Create button on the toolbar. For details, refer to Adding a Department. For description of other buttons, refer to List toolbar.

To view or edit an existing department, double-click the line with the department in the list.

Each user can assign select the department with which he this user works more often than with the others in the system as the default department. To do so for a particular user, log in the into this user's account in the system. In the catalog, select the line with the department name and press click the Set As a as Default Department button (it is located on the toolbar above). After applying this option. Then, the default department will be listed in bold type and the system will use it in the documentsappear in the Department fields (columns) in documents the user create. The default department is shown in the list in bold font. Also, you can change the default department in by using the Personal settings section. form.

See also