{"schema":"exacc.help.page/1","url":"https://exacc.au/help/add-departments-and-sites/","title":"Set up departments and sites","description":"Organise your business into departments and the sites (locations) under them, then use sites on invoices, timesheets, journals, payroll and reports.","category":"Start & Users","summary":"A **department** is a part of your business; each has one or more **sites**, the places where work happens. Sites are used on invoices (\"Allocated to Site\"), timesheets, journals, assets and pay events, and to filter reports. Open **Manage › Configuration › Departments**, click **New Department**, then add its sites.","lastVerified":"2026-09-29","apps":["app"],"processIds":["departments_sites"],"start":{"label":"Open Departments","url":"https://app.exacc.au/{dbId}/departments"},"menuPath":["Manage","Configuration","Departments"],"before":["Permission to manage departments and sites (administrators have it)."],"steps":[{"step":1,"title":"Create a department","body":["Open **Departments** and click **New Department**. Enter the **Department Name** and **Department Code** (both required), choose a **Department Head** if you like, leave **Active Status** on Yes and save.","Exacc confirms \"Department created successfully.\" and opens **Create New Site** for it."],"url":"https://app.exacc.au/{dbId}/department","image":"https://exacc.au/help/add-departments-and-sites/step-1.png"},{"step":2,"title":"Add its sites","body":["On **Create New Site** the department is already chosen."],"fields":[{"name":"Site Name, Site Code","help":"both required.","required":true},{"name":"Manager","help":"who looks after the site."},{"name":"Restricted Status","help":"Yes to limit who can use the site."},{"name":"Active Status","help":"Yes to use it now."}]},{"step":3,"title":"Add more sites later","body":["In **Departments**, open the ⋮ menu on a department and choose **Add Site**, or **Sites** to see and edit them. From the sites list, **New Site** adds another and **See All Departments** takes you back."],"image":"https://exacc.au/help/add-departments-and-sites/step-3.png"},{"step":4,"title":"Choose a default site (optional)","body":["Click a department to open **Department Details**. Pick its **Default Site**, add **Department Notes** if useful, and click **Save**."]}],"sections":[{"heading":"Deleting","body":["Use **Delete** from the ⋮ menu or the details page. A department in use, or a site with transactions, cannot be deleted; set it to inactive instead."]}],"related":["https://exacc.au/help/general-settings/","https://exacc.au/help/create-invoice/","https://exacc.au/help/update-business-details/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}