How to assign an Account Code to a Department
- Assign account code(s) to different department(s).
- Give Departments access to GL Codes.
- New Account Code added but is not coming up when making a request.
- How to Assign an Account Code to a Department
- Unable to See Account Code When Making a Request
- Select SETTINGS from the left-hand navigational menu
- Select Manage Chart of Accounts under the Finance settings.
- Find the account code you wish to assign and click the [...] button on the far right.
- Select Edit Account Code
- Select the Apply Departments dropdown
- Scroll through the list and check the department(s) that need access to this code.
- Select Apply Departments once you're done.