Using Departments

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Using Departments

 

Departments are an optional advanced feature used to track income and expenses by business category or operational area.

Examples include:

Mechanical repair

Body work

Electrical service

Paint

Tire sales

Departments are most useful for businesses that want more detailed financial reporting and performance analysis.

⚠️ Most MLS 2026 users do not need departments initially.

It is strongly recommended that users become comfortable with the standard General Ledger before enabling departmental accounting.


What Departments Do

Departments allow MLS 2026 to:

Track totals separately by department

Produce department-based reports

Analyze profitability by business area

Examples:

Mechanical department sales

Body shop labor

Electrical diagnostics

Tire revenue

Departments are used primarily for:

Reporting

Analysis

Management review


Important Department Rule

⚠️ Departments do NOT change the overall General Ledger totals.

The General Ledger still reports:

Total income

Total expenses

Departments simply create:

👉 reporting subsets of those totals.


Planning Departments

Before enabling departments:

Design the department structure on paper first

This makes it easier to:

Organize categories logically

Adjust the structure before data entry

Avoid confusion later


Example Department Structure

M = Mechanical
B = Body
E = Electrical
P = Paint
T = Tires

Use codes that are:

Easy to remember

Easy to identify quickly


Setting Up Department Accounts

Departments are used only with:

Income accounts

Expense accounts

They are not normally used with:

Assets

Liabilities

Equity accounts


Master Income Accounts

MLS 2026 expects master income accounts for:

Parts

Labor

Sublets

Example:

40100 = Parts Income
40200 = Labor Income
40300 = Sublet Income


Creating Department Subaccounts

For each department, create matching subaccounts.

Example:

40100     Parts Income
40100 A   Parts Income - Mechanical
40100 B   Parts Income - Body
40100 E   Parts Income - Electrical

The same structure should also be created for:

Labor income

Sublet income

Department-specific expenses (if desired)


How Department Posting Works

The master account accumulates:

👉 total activity for all departments.

Department subaccounts track:

👉 activity for individual departments only.

Example:

40100     Total Parts Income
40100 A   Mechanical Parts Income
40100 B   Body Parts Income
40100 E   Electrical Parts Income

This allows:

Total reporting

Department reporting

at the same time.


Important Department Note

⚠️ Department tracking activates automatically when:

Departments are enabled

AND

Accounts exist with department codes

If departments are not being used:

👉 leave department fields blank.


Enabling Departments

Departments are configured through:

Tools → Setup → Lists → Departments


Department Setup Process

Step 1 — Enable Departments

The system first asks whether departments should be turned on.

Select:

Yes to enable departmental tracking


Step 2 — Enter Master G/L Accounts

Enter the master account numbers for:

Parts

Labor

Sublets

Example:

Parts   = 40100
Labor   = 40200
Sublets = 40300


Step 3 — Define Department Codes

Enter:

Department code

Department description

Example:

M = Mechanical
B = Body
P = Paint
E = Electrical


Department Entry During Workorders

When entering:

Parts

Labor

MLS 2026 provides a field for the department code.

The system remembers the previous department entered and automatically carries it forward unless changed.

This speeds up data entry during repetitive operations.


Department Reporting

When departments are enabled, many reports allow filtering by department.

Examples include:

Parts reports

Labor reports

Workorder summaries

If the department field is left blank:

👉 all departments are included.


Department Summary Reports

Workorder Reports also include:

Department summary reports

These provide:

Sales totals

Labor totals

Department comparisons


Important Reporting Reminder

Departments are not separate General Ledger sections.

The General Ledger always reports:

Combined totals for each account category

Departments simply provide:

👉 additional reporting detail.


Best Practices

Start without departments initially

Enable departments only when detailed analysis is needed

Keep department structures simple

Use easy-to-remember department codes

Plan the structure carefully before activation


When Departments Are Most Useful

Departments are especially valuable when:

Multiple business divisions exist

Different service categories are managed separately

Profitability analysis is important

Management wants operational comparisons