How to Create a Department
Introduction
We are excited to help you streamline your expense tracking and management with our latest feature. In this article, we’ll guide you through the process of creating a department, adding a head of department, and managing expenses specific to each department. Let’s Dive in!
To begin
Log into the Merchant Dashboard
Click on “Settings” on the dashboard menu
Click on “Team Members” and select “Department.
Click on “Create New Department” and a modal will show as shown below:
First, name your department. Then, add users to this department and assign a department head. If there are no users in the business yet, you can still create a department without adding users or assigning a head.
Once you have inputted the details on the page click “Create Department”
Watch The Full Video Guide
To see these steps in action and ensure you didn't miss anything, the video below provides a complete, step-by-step guide on how to create a new department.
Note: You can also create a department when inviting a user, click here to learn how to
Great job! You have successfully created a Department.
Log into the Merchant Dashboard
Click on “Settings” on the dashboard menu
Click on “Team Members” and select “Department.
Click on “Create New Department” and a modal will show as shown below:
First, name your department. Then, add users to this department and assign a department head. If there are no users in the business yet, you can still create a department without adding users or assigning a head.
Once you have inputted the details on the page click “Create Department”
Watch The Full Video Guide
To see these steps in action and ensure you didn't miss anything, the video below provides a complete, step-by-step guide on how to create a new department.
Related Articles
How to Create a Recipient
Introduction Creating recipients is an essential step in managing your business payments effectively. This guide will walk you through the process of creating a recipient in the Merchant Dashboard, helping you streamline your payment process and ...How to Create an Expense Batch
Introduction Creating an expense report is essential for effectively managing your business finances. This guide will walk you through the steps to create an expense batch in the Merchant Dashboard, helping you accurately track, manage, and summarize ...How to Create an Expense Category
Introduction Creating expense categories is crucial for organizing your business finances effectively. This guide will walk you through the process of creating an expense category in the Merchant Dashboard, helping you streamline your expense ...How to Create An Expense Account
Introduction Expense accounts help businesses organize and manage their spending more effectively. With Duplo, creating an expense account is simple and efficient, enabling you to allocate funds for specific purposes and track expenses seamlessly. ...How to Set up Approval Workflow
Introduction Approval workflows are essential for maintaining control and accountability in your business operations. With Duplo, setting up an approval workflow ensures that expenses and transactions go through the right checks before being ...