Available in Sage Simply Accounting Premium and higher.

Assign an Account to a Department

Before you can perform these tasks

There are two ways for you to assign (or unassign) accounts to departments.

In the account record:

Assign a department

  1. Open the account and click on the Departments tab.
  2. Select one or more departments from the Departments not used with this account list and click Select. Click Select All to add all of the departments to this account.
  3. Click Save and Close.

Unassign a department

  1. Open the account and click on the Departments tab.
  2. Select one or more departments from the Departments used with this account list and click Remove. Click Remove All to unassign all departments associated with this account.
  3. Click Save and Close.

In your company settings:

Assign an account

  1. In the Home window, on the Setup menu, select Settings. Open General (Accounts), and select Departments.
  2. Click Assign Accounts.
  3. Select a Department from the list.
  4. Select the Accounts that do not use this department that you want to add, and click Select. Click Select All to add all accounts in the list to the department.
  5. Click OK.

Unassign an account

  1. In the Home window, on the Setup menu, select Settings. Open General (Accounts), and select Departments.
  2. Click Assign Accounts.
  3. Select a Department from the list.
  4. Select the Accounts that use this department that you want to remove, and click Remove. Click Remove All to clear the accounts in the list from the department.
  5. Click OK.

What do you want to do?

Assign departments to vendors

Assign departments to customers

Assign departments to employees