How Do I Add New Departments In The Global Catalogue

The tabs that separate different types of charges when adding items to invoices for which items can be charged against can be controlled from the Departments tab. This allows your practice to organise the categories for which items can be charged.

Select the Administration tab on the top row and then click the "Configuration" button to open the dropdown menu and select "Departments".

Click "Edit Lock" to enable editing. Then select "New".

A screenshot with the lock button and "New" button highlighted. The text of the lock button changes depending on whether or not editing is enabled.

The "Active" checkbox can be used to determine whether or not the department will be shown when creating invoices. Choose a name for the department and enter it in the "Name". Then select the colour that the name of the department, when viewed in invoices, will be. Once you have finished click "Ok" at the bottom of the window.

Once all the desired changes to the departments have been made click the "Save" button.

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