Departments

Overview

Departments let you group the people, jobs, and services in your company for reporting, billing, and organization purposes. Once a department is created, you can assign it to jobs, services, and people so activity can be tracked and billed at the department level.

Departments are set up at the company level, under Organization.

Before You Begin

Have the following available:

• A name for the department

• The customer account the department should bill back to, if applicable

• Any external ID or GL code your company uses to sync with accounting or timekeeping systems

Step 1:

Open Departments From the left-hand menu, go to Organization > Departments. This page shows a table of existing departments, along with a search bar to find a specific one. Select + New department in the top right to create a new department.

Step 2:

Create a Department Selecting + New department opens the Department details panel.

Provide:

• Department name (required)

• Description

• Customer account - links the department to the customer it should be billed back to

• External ID - maximum 36 characters

• GL code

Select Create to save the department. You'll see a confirmation once the department has been created, and it will appear in the Departments table.

Step 3:

Manage Existing Departments From the Departments table, use the search bar to find a specific department by name. Select the ••• menu at the end of a row to edit or delete an existing department.

After Creating a Department

Once a department is created, it becomes available to assign to jobs, services, and people, so pay, billing, and reporting are organized correctly by department.