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Finance Topics are used for grouping Finance Financial Items.

The Finance Topics module is accessed using the Content Control > Finance > Topics navigation tab.

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Action

Details

Edit Finance Topics

  1. Click Edit to modify a Finance Topic. (blue star)

  2. Modify Finance Topic names as needed.

  3. Click Update to save your changes. (blue star)

Closing Groups - Edit Group.jpgImage RemovedFinance Topics - Edit Topic.jpgImage Added

Remove Finance Topics

Removing a Finance Topic is a permanent action that cannot be undone.

Click on the (blue star) icon to remove the Finance Topic. Click OK to confirm.

Remove Selected Finance Topics

Removing Finance Topics is a permanent action that cannot be undone.

Select the topics that should be removed by checking their Select icons (blue star). You can also select multiple rows by holding down the Control key on the keyboard while clicking on the the different rows with the left mouse button.

Click on the Remove Selected button (blue star) to remove the selected Finance Topics. Click OK to confirm.

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