Account Administrators can edit departments in the Departments section of the Admin area.

Note: Departments can be edited on an individual basis or you have the option to update your departments via an import.

To make changes to existing departments, follow the steps below:

1. Click the Account Name > Admin.

2. In the User Management section, click the Departments subheading.

3. Find the department you'd like to edit, then click the Edit icon next to the department, or select the three dots icon and select Edit from the drop-down.

Note: You can use the Filter option to search by the Department Name or Reference.

4. On the Details tab, you can edit the Department Name and either edit or add a Department Reference if one is required.

5. On the Approval tab, you can select an alternate approval flow to override an approval flow assigned to a user, when the department is selected on an expense, or when a department is assigned to the user.

Note: You'll need to create the approval flow in Admin > Account Setup > Approval Flows, before it's available to select from the drop-down.

6. On the Visibility tab, you can select which departments, user groups and users can see this department when creating their expenses.

7. Click Update.