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Departments

Written by Cristiana Ghinea

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

  • Open Settings > Configuration > Departments


  • 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

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