Breadcrumbs

Adding A Record Typ or Sub-Type

Go to the Finance Record Types page to see how to get here.

Adding A Record Type

đź“Ś

You’re on the Manage Finance page.

You’re in the Record Types tab.

  1. Click the Add button in toolbar.

    1. The editor will open.

  2. Fill out all relevant fields.

  3. Click the Save button in the editor.

The record type has been created.


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Adding a Sub-Type

đź“Ś

You’re on the Manage Finance page.

You’re in the Record Sub-Types tab.

  1. Click the Add button in the toolbar.

    1. The editor will open.

  2. Fill out all relevant fields.

  3. Click the Save button in the editor.

The record sub-type has been created.


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