Finance Record Types

🧭 Getting to Finance Record Types

1. Click either Record Types or Records Sub-Types.

The Record Types tab or the Record Sub-Type tab will open.

📚 Record Types and Sub-Types Information

Finance Record Types and their Sub-Types help categorise Finance Records. When you edit or create a finance record you can select its type and sub-type.

You can also create your own record types and sub-types to customise the Manage Finance page. You can access the Record Types and Sub-Types via the tab bar.

No.	Description
	Tab-Bar Use the tab bar to skip between the tabs of the Manage Finance page.
	Editor You can edit and add new finance types to here.
	Finance Type List You can see the already existing Finance Types in this list and use the search bar for the type you’re looking for.
	Filter Side Bar You can filter the different finance pages with the filter side bar.
	Adding Finance Types You can add new finance types by clicking this button.

🛠️ Record Types and Sub-Types Features