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A Business Unit refers to a division, facility or department of an organization. A Business Unit can perform a number of business functions.

For large agencies, different divisions may operate as separate legal entities that carry out specific functions.  In smaller agencies, the units may be broken up into departments.

Find out how to:

Step-by-step guide


Adding a Business Unit

  1. Click the Settings button on the Ribbon.



    The Configuration screen appears.

  2. Click the Company Configuration group to expand it.



  3. Click the Business Units item.



    The Business Units screen appears. 

  4. Click the Add New button to add a new Business Unit.



    A new line is added. 

  5. Enter the name of the division or department in the Business Unit field, and press the Enter key.

    In this example, Research and Strategy was added as one of the agencies departments.



  6.  Enter a reference number to be used on the Accounting Package for this department, in the Alt Ref No field.



  7. Check the Is Active checkbox to indicate that this is an active Business Unit.



  8. Click the Save button to make the changes permanent.



Editing a Business Unit

  1. Click in the Business Unit field of the row you want to edit.
  2. Edit the text.
  3. Click Save button to save your changes.




Deleting a Business Unit

  1. Click the X Delete button to the right of the row you want to delete.
  2. Click Save button to save your changes.