Departments

How to Use

Departments

Department is any entity linked to your business like clients, employees, interns, etc. It is either a payer or payee.

How to Add Department

  • Go to Departments page from side navigation.
  • On the top right corner, click “Add Department”.
  • A Form will pop up. Fill the form with Department details.
  • Name of Department
  • Click “Add Department” button.
  • A green toaster will appear on bottom right corner with text “Department added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Department

  • Go to Departments page from side navigation.
  • All Departments are listed, click the edit icon in front of the department you want to edit.
  • A Form will pop up with prefilled details of that department.
  • Update any field you want to edit.
  • Click “Edit Department” button.
  • A green toaster will appear on bottom right corner with text “Department edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Department

  • Go to Departments page from side navigation.
  • All Departments are listed, click the delete icon in front of the Department you want to delete.
  • Click “Yes” to confirm that you really want to delete that Department.
  • A green toaster will appear on bottom right corner with text “Department deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.