Departments

Set up Departments to organise workflows, allocate tasks, and manage costs, ensuring smooth integration with accounting.

1

Click the + New Department button.

2

Enter a Department Name that clearly describes the area of work.

3

Specify the Default Hourly Rate, based on the currency selected in the Details tab under Company Settings.

4

Select the relevant Sales Code and Cost of Sales Code for accounting purposes.

5

Click the Save button to add the Department.

Departments play a key role in assigning tasks and costs for accurate financial and operational reporting.