Configuring a revenue type |
To add a new revenue type, click on the button on the main screen toolbar. To edit the data of a type, select it in the list of records and click on the button.
On the screen that will be opened, enter an ID # and a name for the revenue type. Fill out the Upper level type field for the type to be hierarchically added below another type. In this case, select the desired revenue type. If a revenue type is selected in the main screen hierarchy, this field will be filled out by the system, but it will be possible to edit it.
After setting the necessary configurations, save the record. |