Departments

Departments group your team, such as Housekeeping or Maintenance, under a manager. Managers see their department's transactions and can approve or reject their members' expenses when expense approvals are on.

Create a department

1. Go to Settings > Team > Departments.
2. Click Add Department.
3. Enter a Department Name and an optional Description.
4. Choose a Manager.
5. Save.

Add members

1. Open the department to edit it.
2. Under Department Members, choose a user to add.
3. Save.

To remove someone, click Remove member next to their name. A person is a member of one department at a time.

What managers can do

Give the department manager the Manager role. With it, they can:

• See transactions made by their department members
• Approve or reject their members' expenses, but not their own
• Manage recipients
• Send inventory links to teammates

Managers can't move money, change integrations, or work in the accounting queues.

Edit or delete a department

Open the department to change its name, description, manager, or members. To delete it, choose Delete Department from its actions and confirm with Yes, Delete. Members aren't removed from Accountable, only from the department.

What managers see

Managers who aren't admins see only the departments they belong to or manage. If they have none, they'll see "You are not a member or manager of any department."

Tip: Department names don't need to match Breezeway departments, but using the same names makes it easier for managers to connect tasks to people.