16 Processes
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Financial
Financial Item Category
3 min
before getting started it is necessary to have access permission to the financial management ; procedure access the financial item category functionality through the main menu processes > financial management > financial item category ; function description save save the new sla clear clear all form fields view view the fields without being able to change edit edit the financial item category fields remove remove the financial item search bar set the keyword to search a financial item category advanced filters search using the " profile " or " name " fields erase clean the select financial item category grid financial item category searched with the criteria with a selection radio button, profile between " c ", " r " or " a ", name of financial item category 2\ click on " new " and fill the available fields; fields description name ( ) set the name for the financial item category profile ( ) select the profile between "cost", "revenue" or "all" ( ) indicate mandatory field 3\ click on " save "