• Updated
Follow

How to assign an Account Code to a Department

Goal:

  • 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

Steps:

  1. Select SETTINGS from the left-hand navigational menu

  2. Select Manage Chart of Accounts under the Finance settings.

  3. Find the account code you wish to assign and click the [...] button on the far right. 

    3.  Select Edit Account Code

    4.  Select the Apply Departments dropdown

    5.  Scroll through the list and check the department(s) that need access to this code. 

    6.  Select Apply Departments once you're done. 

Tips!