A Department represents the area within your organisation that the transaction belongs to.The Department field resides within the Allocation area of a Transaction.
Departments are to be used in your financial transactions, main transaction default settings and financial settings for donation Forms and Web Widgets.
Add a Bank Account
Navigate to Settings, then click Configuration.
Select Departments.
Click on the plus icon to the right of the screen.
Fill the description for the Department you want to add.
Ensure it is set to Active.
Click Save Changes.
Reporting on Departments in Lists
In your List:
Open the Columns fields.
Click into the search field.
Type Department, the options will then be displayed.
Select the one named Department.
Donorfy Academy
The Donorfy Academy features a learning course for Financial Settings - enrol here.