Viewing and Editing Finance Categories within a Template

Viewing Finance Categories

To view the details of the finance template:

1. Click the Finance tab.
2. Select the Finance Templates link.
3. From the Action column, click the View details link. All the finance categories and subcategories are displayed.

Editing Finance Categories

To edit the finance categories

1. Locate the finance category you want to modify and click the Edit link.
2. The following fields can be edited:
   • Display Name: The name that is displayed in the user interface.
   • Visible?: Select whether this category should be available for use through the user interface.
   • Parent Category: The parent category for this category.
   • Sort ID: The sort order number. This number decides where this category is displayed under the parent category.
   • Multiplication Factor Type: You can choose from Static or Expression.
   • Multiplication Factor Value: The multiplication factor applied to the category value when data is rolled up to obtain the category totals.

     If you selected the multiplication factor type to be static, this value should be a number, typically between 0 and 1.0. If you selected the type to be an expression, the value should be an expression in terms of the configured finance constants for your system. E.g. cost_of_capital, 1- cost_of_capital.

   • Element Type: The type of element. By default, this is set to Currency. You can also use this field to indicate non-currency items, for example: Employee Count or Computers.
3. Click Update.

See Also

Managing Finance Templates

Editing Finance Templates

Copying a Finance Template

Managing the MS Excel Import and Export Template