---
title: Financial Item Category
slug: pink/financial-item-category
description: Learn how to access and utilize the Financial Item Category feature in the Financial Management system. Discover a range of functions, including saving, clearing, viewing, editing, removing, and searching for financial items. Additionally, find step-by-st
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**".