Managing Record Types and Record Sub-Types

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

Editing A Record Type

📌

You’re on the Manage Finance page.

You’re in the Record Types tab.

The record type has already been created.

Select the record type you want to edit.
1. The editor will open.
Make your edits.
Click the Save button in the editor.

The record type has been edited.

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Deleting A Record Type

📌

You’re on the Manage Finance page.

You’re in the Record Types tab.

The record type has already been created.

Select the record type you want to delete.
1. The editor will open.
Click the Delete button in the editor.
1. A pop-up will open.
Click the Confirm button in the pop-up.

The record type has been deleted.

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Editing A Record Sub-Type

📌

You’re on the Manage Finance page.

You’re in the Record Sub-Types tab.

The record sub-type has already been created.

Select the record sub-type you want to edit.
1. The editor will open.
Make your edits.
Click the Save button in the editor.

The record sub-type has been edited.

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Deleting A Record Sub-Type

📌

You’re on the Manage Finance page.

You’re in the Record Sub-Types tab.

The record sub-type has already been created.

Select the record sub-type you want to delete.
1. The editor will open.
Click the Delete button in the editor.
1. A pop-up will open.
Click the Confirm button in the pop-up.

The record sub-type has been deleted.

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Last updated: April 29, 2024