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How to add a department

Departments are a way for a business to group income and expenditure relating to different product line, areas within the business or services that it provides.  You can track your figures on the financial summary with the included department filter.

Departments can be used in conjunction with locations or separately.  Thus you could track the same product lines or services at different offices or sites.

Departments are deactivated by default.  Click on departments from the menu and click to activate.


You will then be able to add new departments into Clever Accounts.



Enter a reference (a numerical reference would be a good option).  Next, enter a description in the name field.

Once saved, the department will be displayed on any input screen such as the bank, bookkeeping or journal as a drop down menu.


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