If you've created a new department but it's not appearing where expected, there are a few key areas to check and update to ensure it's visible and usable across your system.

1. Create the Department

  • Ensure the department has been successfully created in the system.

2. Refresh Your View

  • Click your name in the top right and select Reload.
  • This refreshes all sections and may make the new department appear.

3. Check Data Entry Controls

  • Go to Data Entry Controls.
  • Look for any controls that include Account and Department.
  • If your new department isn’t listed:
    • Click Edit.
    • Add the department to the relevant accounts (e.g., Sales).
    • Click Save.

4. Check Data Access Controls

  • Navigate to Data Access Controls.
  • If a control is active:
    • Open it and check if the new department is included.
    • If not, click Edit, use the Select option to add the department, and Save.

5. Check Chart of Account Rules

  • Go to Chart of Account Rules.
  • Open any rules related to departments.
  • If the department is fixed to a specific value (e.g., “Admin”):
    • Either update the rule to include the new department,
    • Or remove the fixed value to allow multiple options.