TriNet Expense Management supports the ability to create custom departments. Once set up, each user can be assigned a department in order to track their spending or time entries. Adding a department to a user will enable:
- Select the department for each expense entry (Expenses)
- Tracking spending by department on TriNet Expense Management's company analytics
- Select the department for each time entry (Time)
- Displaying on the PDF template the department name (expense)
To add a new department, go to Settings > Company Settings > Departments. Click the Add New button and enter in the department name.
Once you have successfully setup your departments, you can assigned them to each user account.
Go to Settings > Company Settings > Manage Users. Here you can add the department to each individual or to multiple users (via the Edit Multiple button). Select the user's email address and you will be taken to the Edit User page. Next, select in the drop-down the departments you have set up for that user.
You also have the ability to add a Department Code. This will be displayed in the CSV file when exported.
Departments can be set for each user in the Manage Users Settings. The department will auto-fill for every new expense created by the user in TriNet Expense Management.