Creating Finance Categories

This section covers the necessary steps involved in creating a new finance category within the Metrix Asset Management System. This extends to the initial creation of the category along with a description. In subsequent sections, editing and deleting finance categories is discussed.

To create a new finance category within Metrix, complete the following steps:

1. Navigate to the ‘Finance Categories’ management page (Assets Menu > Finance Categories).

2. Click on ‘Create New Finance Category’ at the top of the page.

3. This will initialise a new finance category and display a dialog box waiting for additional details.

4. From here, you will need to set the ‘Finance Category Name’, and an optional ‘Description’ for the new category.

5. When you have finished defining the finance category, click ‘Create’