How to Create Departments & Locations for Attributes

FINSYNC uses an Attributes system to help you better understand how different parts of your company are performing financially. Two useful attributes for the tracking purposes are Locations which are helpful to designate portions of your company tied to geographic locations (such as having multiple offices or business locations) and Departments which could differentiate between installation and maintenance related services/items. 

In order to begin creating Departments and Locations as Attributes, follow the steps outlined below:

1.  Click on the Reports tab in the top menu.

2. Click on the Attributes in the menu on the left.


3. You can toggle between Departments and Locations in order to create a new item for either of those attributes.  


4. Fill out any and all required information and click Add


You now have the ability to classify items on bills and invoices according to Departments and Locations. Additionally, you will be able to run reports on your specific departments and locations.