To 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.

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. Click More actions on the toolbar and select Configure list. 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 select the department with which this user works more often than with the others in the system as the default department. To do so for a particular user, log into this user's account, select the department and click the Set as Default Department button. Then, the default department will appear 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 by using the Personal settings form.

See also