Create a New Sub-Department and Category

SETTINGS: DEPARTMENT - CREATE A NEW SUB-DEPARTMENT AND CATEGORY

Article Contents: This article contains step-by-step instructions on how to create a new sub-department.

Step-by-Step:

Step 1:  Click on the Settings icon on the top right corner of the screen. Then click on Register Settings in the left-hand menu and then click on the Department tab.

Step 2: Select the Department name in the drop-down, then type your desired Sub-Department name in the second drop-down. If a Chart of Accounts is used for accounting, please select the desired GL Account that this sub-department needs to route to. Once completed, in the Action section, click the Create button

Step 4: After creation, a pop-up will display asking if you would like to add this sub-department to this user role in order for it to display in register. If you select No, you can follow steps 6-8 below to add to a user role at a later time.

If you selected "Yes", you will then select which user roles can view the new sub-department. However, after doing so you will need to log out and log back in for the sub-department to display.

 

Step 5: After creation, the sub-department can be viewed within the Department tab. 
 


 

Department and sub-department assignment can happen by clicking the symbol to the right of the gear wheel. It can also be assigned by following steps 6-8.

Step 6: From the left hand menu in the settings, please select Manage Roles where you'll give access to the new sub-department to each role that needs access. 
 
 
Step 7: For each role that needs access to the new sub-department, you'll want to click on Action (three small dots), and the select Department Permissions. Then toggle on the new sub-department, and click Done.
 
 

Step 8: After completion, logout and log in again and your newly created sub-department will appear in the Register. 
 

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