How Do I Add a New Department?

This lesson will teach you how to add a new department.

Setup Menu

Setup Menu

From the main menu, click on the "Setup" button.

Department Setup

Department Setup

From the setup menu, click on the "Dept Setup" button.

Add Department

Add Department

To add a new department, click on the "Add" button located at the bottom of the Department Codes Screen.

Select Add Type

Select Add Type

From the Select Add Type screen, click on the Add Dept Code option. Then click the "OK" button.

Add New Department

Add New Department

From the Add New Department screen, type in a 3 digit number used to identify the department. There can be up to 999 departments. Make sure the new department number does not already exist. Then click the "OK" button.

Enter Department Fields

Enter Department Fields

Your new department shows up in the department lookup screen and is highlighted grey. Click in each field for the newly created department and type in a description, group, HILO, Cost Margin, Tax, Flag, GL Account, Inv. Account, Exp. Account for the new department.

For additional information on department fields, please see What Are Department Fields?

Apply Entry

Apply Entry

Once all fields have been entered, click the "Apply" button.