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Create / Edit / Deactivate Departments

The purpose of the Department field is for reporting purposes e.g. how much did this Department spend on trips to the United Kingdom.

Note(s):

  • when an account is first created there are no Departments
  • Department is an optional field in a user's profile
  • Department is an optional field when submitting a trip request

OVERVIEW

Departments_Overview.png

To access the Departments section:

1) Click Admin (account menu)

2) Click Departments (left-hand menu)

  • Departments can be searched by Name or by Code
  • Departments data can be downloaded by clicking Export to CSV

CREATE

1) Click + Department

2) Add Name 

3) Add Code

4) Click Save

New_Department.png

EDIT

1) Click Edit next to the Department name

2) Add changes

3) Click Save

Edit_Department.png

DEACTIVATE

1) Click the State slider bar next to the Department name to Inactive

2) Click Proceed

Deactivate_Departments.png

Note: Changing this department state to Inactive will remove all associated data, including department level credit cards, memberships and rates.CancelProceed

 
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