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RIS Settings - Financial Type

Adding Financial Type to the Organization​

  • Click on Organization option on the left panel and open the respective organization details page.

  • Within the Organization detail page, click on RIS. It will expand and display the Financial Type.

  • Click on the Financial Type. It will open the Financial Type details where the user can Add new financial type, edit the existing financial types and delete the existing financial types.

    Financial Type

  • Click on the + icon to add a new financial type. It will open the Add new financial type drawer.

  • Enter the Financial Type code and Financial type name.

  • Click on Create button to create this financial type record.

Create Financial Type

  • Once the financial type record is saved, it will reflect in the financial type list.

Financial Type List

  • Note: Financial Type can only be added in the Managing organization, and it will inherit across all the child organizations.

Editing/Deleting a Financial Type Record​

  • When you hover over the Financial Type record on the Financial type list page, you will see the Edit and Delete icon.

    Edit Financial Type

  • When you click on the Edit icon, the Edit Financial type drawer will open.

  • Users should be able to edit the details and on click on Update button, the details would be saved.

Update Financial Type

  • To delete a Financial type record, you should click on the Delete icon.

Delete Financial Type

  • On click of the Delete icon, the corresponding Financial type record would be deleted, and it would disappear from the Financial type list.