8.2 Methods
Administrator

Table of Contents
Adding a Method 	 # 
Editing a Method 	 # 

Adding a Method
Editing a Method
An accounting method is a specified set of segments with their values. To add and edit Methods complete the following steps.

Adding a Method
· 	Select the Financial > Financial Tracking Maintenance tab.
· 	In the Financial Tracking Maintenance screen, select ‘add method’ from the bottom of the  Method dropdown list. The Add New Method panel will appears to the right of the screen.
· 	
· 	Type a Method Name. This how you wish the method to be displayed to users.
· 	Type a Method Key. This is a unique database identification label and must be different for each method created.
· 	Optionally click on the Organisation button and assign this method to an organisation level for administration purposes.
· 	Click the Save button. Your new method will be displayed in the list.
· 	You are then prompted to create the first Segment for this new method.
· 	
Editing a Method
· 	Select the Financial > Financial Tracking Maintenance tab.
· 	Select the method you wish to update in the Method List.
· 	Click Edit to display it in the field to the right of the screen.
· 	Make your changes to its Name or Key (identifier).
· 	Optionally click on the Organisation button and (re)assign this method to an organisation level for administration purposes.
· 	Click the Save button.
· 	Note. An accounting Method cannot be deleted or deactivated once created.