How To Guides

This section contains how to guides with respect to financial settings in the Metrix Asset Management system.

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:

Navigate to the ‘Finance Categories’ management page (Assets Menu > Finance Categories).
Click on ‘Create New Finance Category’ at the top of the page.
This will initialise a new finance category and display a dialog box waiting for additional details.
From here, you will need to set the ‘Finance Category Name’, and an optional ‘Description’ for the new category.
When you have finished defining the finance category, click ‘Create’

Note

Editing a finance category is restricted to updating the description only. Other properties including the category name cannot be modified after initial creation.

Editing Finance Categories

In the Metrix Asset Management system, editing a finance category is restricted to updating the description only. Other properties including the category name cannot be modified after initial creation.

To edit the description of a finance category, complete the following steps:

Navigate to the ‘Finance Categories’ management page (Assets Menu > Finance Categories).
This page renders every finance category currently configured in the system. To edit a particular finance category description, click on the pencil ‘Edit’ icon on the right-hand side of the description field in the corresponding row.
Once finished, click on the tick icon at the right-end of the input box.

Deleting Finance Categories

When a finance category is no longer required, the Metrix Asset Management system provides functionality for administrators to permanently remove it from the system.

Warning

Deleting finance categories cannot be undone. The following restrictions also apply when it comes to deleting finance categories:

Finance categories cannot be in use: If the finance category is currently assigned to any component via a posted transaction within the system, then it cannot be deleted.

To delete a finance category, follow these steps:

To begin deleting a finance category, navigate to the ‘Finance Categories’ management page (Assets Menu > Finance Categories).
This page renders every finance category currently configured in the system. To delete a particular finance category, click the trash-can ‘Delete’ icon at the far right-hand side of the row. If the button is not enabled, this means that the finance category cannot be deleted (see warning notes, above).
In the subsequent dialog, confirm your decision by clicking ‘Delete’.
The finance category will now be permanently deleted from the system.

Creating Transaction Types

This section covers the necessary steps involved in creating a new transaction type within the Metrix Asset Management System. This extends to the initial creation of the type along with the type effect, and any value restrictions that may apply. In subsequent sections, editing and deleting transaction types is discussed.

To create a new transaction type within Metrix, complete the following steps:

Navigate to the ‘Transaction Types’ management page (Assets Menu > Transaction Types).
Click on ‘Create New Transaction Types’ at the top of the page.
This will initialise a new transaction type and display a dialog box waiting for additional details.
From here, you will need to set the ‘Transaction Type Name’, the ‘Transaction Type Effect’, and the ‘Transaction Type Value Direction’ for the new type. See Finance Ledger Codes.
When you have finished defining the transaction type, click ‘Create’

Note

Editing a transaction type is restricted to updating the value restriction only. Other properties including the name cannot be modified after initial creation.

Editing Transaction Types

In the Metrix Asset Management system, editing a transaction type is restricted to updating the value restriction only. Other properties including the name cannot be modified after initial creation.

To edit the value direction restriction on a transaction type, complete the following steps:

Navigate to the ‘Transaction Type’ management page (Assets Menu > Transaction Types).
This page renders every transaction type currently configured in the system. To edit a particular transaction type value restriction, click on the pencil ‘Edit’ icon on the right-hand side of the ‘Direction’ field in the corresponding row.
Set the new transaction type value restriction to either ‘Negative Only’, ‘Positive Only’, or ‘Any’.
Once finished, click on the tick icon at the right-end of the input box.

Deleting Transaction Types

When a transaction type is no longer required, the Metrix Asset Management system provides functionality for administrators to permanently remove it from the system.