Managing Accounting Departments in Patriot Software

Background

As an Accounting customer, you can set up and manage departments.  This will allow you to classify accounting transactions by groups.

Setting Up Accounting Departments

• Go to Settings > Company Settings > Manage Departments
• Click “Add New.”
• Enter the department description, up to 50 characters.
• Click Save.

The departments you set up at the company level can now be assigned to the following accounting transactions.  See the following help articles for more details.

• Customer Invoices
• Customer Credits
• Vendor Bills
• Vendor Payments
• Updating Vendor Payment History
• Managing Imported Transactions
• Entering a Deposit or Withdrawal
• Adding a Journal Entry

You will also be able to filter by department on the General Ledger Report and Profit & Loss Report.

Managing Departments

You may edit or delete company level departments.  Go to Settings > Company Settings > Manage Departments.

You may edit a Department name by clicking the Edit icon in the row.  Change the Description and click Save.  Any prior transactions that used this department will be updated with the new name.

You may delete a Department you no longer use by clicking the trashcan icon at the end of the row.  Note that any transactions that used this department will still remain.