Finance Record Types


🧭 Getting to Finance Record Types

📌

You’re on the Manage Finance page.

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

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

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📚 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.

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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.

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No.

Description


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Tab-Bar

Use the tab bar to skip between the tabs of the Manage Finance page.


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Editor

You can edit and add new finance types to here.


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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.


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Filter Side Bar

You can filter the different finance pages with the filter side bar.


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Adding Finance Types

You can add new finance types by clicking this button.


🛠️ Record Types and Sub-Types Features