Viewing and Editing Finance Categories within a Template

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Viewing finance categories

To view the details of the finance template:

  1. Click the Application Configuration tab.
  2. Select the Finance Templates link.
  3. Click the View details link in the action column. You will see each finance category and all its sub categories that are displayed on the Finance pages in the User module.

Editing finance categories

The Finance Categories page displays each finance category and all its sub categories.

  1. Locate the one you want to modify and click the Edit link in the Action column.
    The following fields can be edited:
  2. Click the Update button to save your changes.

See Also

Managing Finance Templates

Working with Finance Templates

Copying a Finance Template



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Last Published Monday, March 24, 2014