Use the departments page to modify department names, or general ledger mappings. If you need to manage your employee directory, you can learn how to do so here.
To create a new department, edit a department name, set or change its mapping to your general ledger:
Company Settings > Employees > Departments
On the departments page you may add new departments by clicking the blue "Add Department" button:
To edit the general ledger mapping, or revise the department's name, click the blue pencil icon to the right of the department you're looking to edit.
Once you are finished choose "Save" to finalize your modifications.
The departments page will display the department name, External ID, total employees in the department (Employee Count) as well as the active expenses. The status column shows which departments are presently active. You cannot deactivate departments from the departments page, if you need to have a department deactivated send a request to "support@travelbank.com", provide the department name, or a screen shot of the department you'd like to have deactivated.
Created 07Mar2023 10.32