Assign Financial Classes to Financial Categories
- Select the field below the Financial Class column.
A picklist opens of all of the existing financial classes you currently have built in your system.
- Select the financial class, and then select OK.
The selection enters the field.
- Select the field below Financial Category.
A picklist opens.
- Do one of the following:
- To use an existing financial category, select it, and then select OK.
- To create a new financial category, select the blank at the top of the picklist, select OK, and then enter the name of the new category into the field.
- Select the Add button to add the Financial Class and its category to the grid.