Financial Classes

To add a new financial class:

1.    From the Main Menu, select Reference Files and then click Financial Classes.

2.    Click  .

3.    Enter the name for the new financial class in the Description field.

4.    Click  ..

To update an existing financial class:

1.    From the Main Menu, select Reference Files and then click Financial Classes.

2.    In the Description column, select the appropriate financial class you want to update. To search for a specific class, enter a name in the Description field, and click .

3.    Update the verbiage in the Description field, as necessary.

4.    Click  .

To delete an existing financial class:

1.    From the Main Menu, select Reference Files and then click Financial Classes.

2.    In the Description column, select the appropriate class you want to delete.

3.    Click  .

4.    Click OK on the confirmation message.