A Department if 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.
To add a Bank Account
Click on the + icon to the right of the screen
Enter the description for the Department being added
Ensure it is set to Active
Click on Save Changes
Reporting on Departments in Lists
In your List, open the Columns fields and click into the search field, type 'Department' - the options will then be displayed - select the one that says: Department
The Donorfy Academy features a learning course for Financial Settings - enrol here
