Departmental Export - Chart of Accounts

If you have purchased a Polygon Back Office multi-department license, you are able to create multiple departments within your software and allocate specific revenue, expenses and costs to those departments.

This form allows you to specify which departments to export Account Categories, Account Groups or Individual Accounts to.  At the left of the form is a list of accounts and account groups to Export (these are the accounts which were selected from the Chart of Accounts).  On the right is a list of Target Departments to export these items to.  Read below for instructions explaining how to add Departments to this list and export the selected accounts.  

If you have not yet added any departments to Polygon Back Office, see section Polygon Back Office > Department Accounts File for more information about adding departments.

How to Access

The following options are available when exporting the selected accounts to a department(s):

•Select Departments - Click this button to select which department(s) to export to, using a department pick list;

•Delete Department - Click this button to remove the selected department from the Target Departments list.  

•Delete Account - Click this button to remove the selected Account, Account Group or Account Category from the Accounts to Export list.  If an account Group is deleted all accounts belonging to that group will be removed from the list.  If an account category is deleted the list will be cleared completely.

•Export - When you have selected the accounts to export and the departments to export to,  click the Export button to complete the export process.

See Also:

Polygon Back Office > Department Accounts File

Polygon Back Office > Chart of Accounts

POS Terminals can be assigned to a department from the Polygon POS Management > POS Terminal Details form

Getting Started with Polygon Back Office

Using Polygon Back Office