Financial Item Category
Before getting started
It is necessary to have access permission to the Financial Management;
Procedure
- Access the functionality Financial Item Category through the main menu Processes > Financial Management > Financial Item Category;
Function | Description |
|---|---|
Save | Save the new financial category |
Clear | Clear all Form Fields |
View | View the fields without being able to change |
Edit | Edit the Financial Item Category fields |
Remove | Remove the Financial item |
Search bar | Set the keyword to search a Financial Item Category |
Advanced Filters | Search using the "Profile" or "Name" fields |
Erase | Clean the select Financial Item Category |
Grid | Financial Item Category searched with the criteria with A selection radio button, Profile between, "C", "R" or "A", Name of Financial Item Category |
2. Click on "New" and fill the available fields;
Fields | Description |
|---|---|
Name (*) | Set the name for the FInancial Item Category |
Profile (*) | Select the profile between, "Cost", "Revenue" or "All" |
(*) Indicate mandatory field
3. Click on "Save".