Department

This function allows you to maintain departments and sub-departments, create transaction entries and reports by departments.

To access Department, click on Master Data icon > Department.

Creating a new Department

To create a new Department, click on “+New” button.

Fields

Department No.: Key in Department No.

Parent Department: Choose a parent department if this dept (is a sub-department) is placed under another department, else leave it blank.

Description: Key in Department description. Example Accounting.

Alternate Description: Key in Department other description.

Click “Save” to commit the changes once you had done keying in or editing the required information.

To create a new Sub-department, click on “+New” button. Fill in other columns and select Parent Department from the drop down list.

You can also click on the arrow down button > New Sub-Department button on the Department you wish to add sub-department.

Click “Save” to commit the changes once you had done keying in or editing the required information.

Note: A Parent department that carries Sub-departments must not have transaction entries. All entries must be assigned to sub-departments which can be summarised to its parent department in reports.

You may further create sub-department under a sub-department and this can go on to as many levels as you wish.

Department in Transaction / Billing

Department field is made available in all types of transaction. You may select Department No from the drop down list as maintained in Department.

Example:

Sales Invoice

Journal Entry

Purchase Invoice

Cash Book Entry - Payment Voucher

Report Filtered by Department

For financial reports, you can filter by department in Profit & Loss Statement, Ledger Report (only for Profit & Loss Account types) and Journal of Transaction (only for Profit & Loss Account types).

Profit & Loss Statement