You can configure as many departments as your organization needs. These can be assigned to Adoption Price Groups, Adoption Hold Price Groups, Non-Adoption Items, Donations, etc., and represent areas of operation for your organization.

Examples include Intake, Adoptions, Clinic, Services, etc. Departments will help your organization track income by the department that brought it in. We recommend asking your accountant for guidance when configuring your departments.

Click your Username > Configuration > Transactions > Departments to get started.

What user permissions do I need to configure my departments?

• Configure my shelter and its users

Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

Add a New Department

Follow these steps to add a new department:

1. From the Departments configuration section, click the Add Department button.
2. Enter the department's name and then click the green checkmark button to save.

Edit or Delete a Department

To edit a department's name, click directly on the underlined department, make your edits, then click the green checkmark button to save your changes.

To delete a department, click the trashcan icon on the right, read the warning, and then click the red Delete button.

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