Accounting > Financial > Association General Ledger Setup (Department Tab)


Learn how to create Departments for an Association. 


NOTE- Departments allow you to create separate financials for each department. To add Departments you must first Enable GL Departments on the Overview Tab.  CLICK HERE for more information.


Step 1. Navigate to Accounting > Financial > Association GL Setup page.


Step 2. Use the Search fields to find the Association you need. 



Step 3. Click the Pencil icon next to the Association to Edit the record.



Step 4. Select the Department Tab.


Step 5. Click Add Department.



Step 6. Complete the fields in the pop-up window. 


  • Name - Enter the department name 


  • Number - Enter a number for the department. Departments are ordered by this number on the financial reports.



Step 7. Click the Save Add button to finalize.