A department if the area within your organisation that the transaction ‘belongs’ to. The department field resides within the Allocation area of a Transaction.
Departments are to be used in your financial transactions, main transaction default settings and financial settings for donation Forms and Web Widgets.
To add a Bank Account
- Open Settings > Configuration > Departments
- Click on the + icon to the right of the screen
- Enter the description for the Department being added
- Ensure it is set to Active
- Click on Save Changes
Reporting on Departments in Lists
In your List, click on the data field selector icon, and type 'Department' into the search field - the options will then be displayed - select the one that says: Department
The Donorfy Academy features a learning course for Financial Settings - enrol here
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