A new department
is created and is now available for selection in the journal entry.You can link transactions to projects and/or departments, allowing you to keep complete project and departmental accounting records. The department is part of the accounting module and the departments themselves are created in the properties register. Project is a separate module and the actual projects are set up with their own separate register.
How to create a department
Go to View - Settings - Company - Properties register.
Highlight Departments and click on Edit.
Click New. Enter a name for the new department and click OK.
A new department
is created and is now available for selection in the journal entry.
Show column for department
In the
Sales and Invoicing, Journal Entry and Financials modules you can go into
the user settings to select that you would like to display the column
for Department in the module windows. To do so, open the relevant module
and click on the User settings button
in the toolbar. In the Financials this button is just called Settings but has the same icon as in the other modules.
Automation
By linking a contact or a product against a department, all postings for the contact/product will also be against that department. For contacts, you establish this link under the Other info tab. For products, you do so under the Miscellaneous tab.
Tip! The program has a wizard for updating
a selection of products/contacts, which allows you to create a filter
for certain criteria in the wizard and then change/update a value for
all of the filter hits.
Each separate account in the Chart of accounts can be linked to a department. This feature may be useful if all items for a selected account should belong to a certain department. Be careful though when using this in combination with department links on product and contact level, so that you are not mixing up departments.
You can also select the box for Department required (and Project required) under the Advanced tab of an account in the Chart of Accounts. Activating these settings mean that the user will receive a reminder to add a department (and/or project) to a journal, should it be missing.
Budget
You can establish a budget both at project and at department level. In the settings for the budget, just select project or department.
Reports
Most reports in the accounting module may be extracted as both project and departmental reports by selecting the desired department or project in the Filter window for that report.
The project module is organised with project-based work processes in mind. Here, you can register new contacts, orders, activities and more via the different tabs in the project register. This module is also closely integrated with other modules in the program, which enables you to decide whether or not you wish to work project-based or not.
The Project register can be opened by going to View - Project - Project register. You can choose which project list windows should be opened every time you open the project module by going to View - Settings - User - Settings per Module - Project and selecting the Project cards tab.
Read more about the Project module here.
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