Employees - Department Types

PhreeBooks allows departments to be grouped by department types. Departments are organized in a hierarchical manner. Departments are used for reporting and to help set roles and identify your companies structure.

Adding a Department Type

  1. Select Employees->Department Types.
  2. Press the New icon.
  3. Enter the name of the department type and press Save.

Editing a Department Type

  1. Select Employees->Department Types.
  2. Press the Edit icon next to the department type to edit. A popup window will appear with the department type listed.
  3. Make any necessary changes and press Save. the popup will close and the changes will be saved.

Deleting a Department Type

  1. Select Employees->Department Types.
  2. Press the Delete icon next to the department type to delete. A confirmation window will appear to confirm the request.
  3. Press OK to confirm the deletion and the department type will be removed from the database.

Assigning an Department to a Department Type

  1. Select Employees->Departments.
  2. Press the edit icon next to the department to assign. A popup window will appear with the department information.
  3. Select the department type to assign this department and press the Save icon. The department type will be assigned to the department and saved in the database.

Related Topics

Adding a Department
Editing a Department
Deleting a Department