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Adding A Finance Record

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

You’re on the Manage Finance page.

You’re in the Finance Records tab.

  1. Click the Add Finance Record button in the tool bar.

    1. The editor will open.

  2. Fill out all relevant fields.

  3. Click the Save button in the tool bar.

The finance record has been created.

Required Fields

The Save button will become active once all required fields have been filled out. Required fields are marked with a * and will turn red when not filled out.

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