Manage departments

This list supports the enhanced lists interface. Learn more about using enhanced lists.

Although departments are optional, they’re useful for filtering and categorizing data in many areas of Intacct. For example, you might want to:

  • generate financial reports and graphs based on departments.
  • set up approvals (such as purchasing approvals) to be routed to the department manager.

You can create a hierarchy of departments that reflects the way that departments are organized within your company. The hierarchy is established by defining parent and child relationships between departments. For example, your West Coast Division contains several groups, including Engineering. Within Engineering you have departments for both Software Engineering and Hardware Engineering.

You can easily add, edit, and view department dimensions.

  1. Go to Reports > Setup > Dimensions.
  2. Do one of the following:
    1. Select Add (circle) next to Departments to add a new department dimension.
    2. Select Departments, then select More actions > Edit next to a department to modify the dimension.
    3. Select Departments, then select More actions > View next to a department to view the details for the dimension.
  1. Go to Reports > Setup > Dimensions.
  2. Do one of the following:
    1. Select Add (circle) next to Departments to add a new department dimension.
    2. Select Departments, then select Edit next to a department to modify the dimension.
    3. Select Departments, then select View next to a department to view the details for the dimension.

About the Departments list

Use the Departments list to view a list of the departments in your company. You can sort and filter the department list to see just the group of departments you want.

If you have long department lists in external data files, you can upload them in CSV format by selecting Company > Setup > Import data. You can find more information on uploading CSV files in Prepare CSV files upload data and Importing departments.

For users in a multi-entity shared organization: Departments are common (that is, accessible) to all entities. Departments are also a filter object used to restrict user access.

Add or edit a department

Subscription

Company

Regional availability

All regions

User type Business
Permissions List, View, Add, and Edit
Intacct can support up to 31,999 each of departments, entities, and locations. This limit applies to each dimension individually.

  • Deleting and recreating these items still counts toward their individual limits.

  • Exceeding this limit could cause unexpected issues.

All that’s needed to create a department is to assign an ID and name for it.

  1. Enter a department ID and Name. After you create a department, the ID can't be changed.
    Dimension value IDs must be unique. Best practice is not to rely on capitalization alone (for example, MKTG and Mktg) to make a value unique.
    Dimension value IDs can contain only alphanumeric characters and underscores. See Name and ID creation—best practice for more.

  2. If the department belongs to a hierarchy of departments, select its Parent location.

  3. Optionally, select the department Manager (useful for routing purchasing approvals).