How do I add/remove departments?

Departments

Set up departments that will use Connect Online to submit budgets for approval. When you set up a department, you can assign GL accounts to the department budget and assign the users who will submit budgets online.

Before you get started

Updated 24May2018

Adding a department

1. Open Connect General Ledger > Organization > Departments.

2. Click New (CTRL+N).

3. Select a Department.

The drop-down list displays all of the departments that are set up in the System Management Department table. You can also type in a new department.

Department

4. Select the checkbox titled Active Department.

Active Department

5. Set up the Accounts for Budget Requests.

Accounts for Budget Requests

Click Values.

Values button

The Enter Values form displays.

Enter Values

Enter the accounts to send to the budget submitter.

Enter Value

When you have entered all of the accounts, click OK.

The accounts display in the section titled Accounts for Budget Requests.

Accounts for Budget Requests

6. Set up the Budget Submitters.

Add the user or users who will submit budget requests for this department.

Budget Submitters

Click Select.

Select button

The Selection form shows all of the users who are set up as users in the General Ledger application.

Selection form

Select the users that can submit a budget for this department and then click OK.

The users that you have selected display in the section titled Budget Submitters.

Budget Submitters

7. Click Save (CTR+S).

The department is set up and saved.

Updated 24May2018

Removing a department

You cannot delete a department with online budget submissions.

Do this...

1. Open Connect General Ledger > Organization > Departments.

2. Look up a department.

3. Click Delete (CTR+D).

The department is deleted.

Updated 24May2018