Mapping of Departments in COA

Overview:

During the onboarding of a new business in Docyt , a CSV file of Chart of Accounts (COAs) is uploaded.

Navigation Steps :

1. Login to your Docyt account.

2. Go to Business > General Settings > Departments.

1. Departmental mapping page will open.

2. To 'Edit Department' or 'Edit Mapping' move the cursor towards three dots in front of each line item.

3. When you click on three dots (...) select the option as desired.

1. When u choose to 'Edit Department' select Department Name and Parent Name.

2. Click on Save.

3. When u choose 'Edit Mapping' it will take you to Mapping Tab Map the Department , select the Department name and select the COA to be mapped .

4. Click on Next.

5. For adding Department scroll the cursor down and click on tab 'Add Department'.