Account Administrators can add departments to your account in the Admin area. Departments can be added individually or you have the option to import your departments.
How to add a department
1. Click the Account Name > Admin.
2. In the User Management section, click the Departments subheading.
3. Click the Add button on the right-hand side of the screen, then select New Department from the drop-down.
4. On the Details tab, give the Department a name.
The Reference field (optional) is where you can input the Department Reference to match your accounting package.
5. On the Approval tab, you can assign an approval flow to your Department. This means any users assigned to this Department will be applied to this approval flow.
Note: If you haven't yet created your approval flows you will have to do this first.
6. On the Visibility tab, you can select which users, user groups or departments can select this Department when creating an expense if the user has the 'override department' setting enabled in their user settings.
7. Click Create to add the Department to your account.
How to assign a department to your users
Once you've created your departments you'll need to assign them to your users.
1. Still in the User Management section of the Admin area, click the Users subheading.
2. To change the department for an individual user, edit the user and select the relevant department from the Department drop-down on the Details tab.
3. To change the department for multiple users, tick the checkboxes next to their names, click the Actions button and select Change Department from the drop-down.
4. In the Change Department window, select the department to assign to your selected users and click Update.
Note: Users will have the option to override the department when creating an expense if you have applied this setting in your users' profiles.