---
title: Financial Item Category
slug: en/financial-item-category
description: Increase efficiency and accuracy in Financial Management with this comprehensive guide on accessing and utilizing the Financial Item Category functionality. Discover how to save, clear, view, edit, and remove financial items effortlessly. Learn the ins an
docTags: 
createdAt: 2021-10-27T20:18:38.000Z
---

## Before getting started

- [x] It is necessary to have access permission to the **Financial Management**;

## Procedure

1. 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**".