8.2 Methods


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

Adding a Method

  1. Select the Financial > Financial Tracking Maintenance tab.
  2. 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.

    Fig 8.5 - Add a new financial tracking method.png

  3. Type a Method Name. This how you wish the method to be displayed to users.
  4. Type a Method Key. This is a unique database identification label and must be different for each method created.
  5. Optionally click on the Organisation button and assign this method to an organisation level for administration purposes.
  6. Click the Save button. Your new method will be displayed in the list.
  7. You are then prompted to create the first Segment for this new method.

Editing a Method

  1. Select the Financial > Financial Tracking Maintenance tab.
  2. Select the method you wish to update in the Method List.
  3. Click Edit to display it in the field to the right of the screen.
  4. Make your changes to its Name or Key (identifier).
  5. Optionally click on the Organisation button and (re)assign this method to an organisation level for administration purposes.
  6. Click the Save button.

Note. An accounting Method cannot be deleted or deactivated once created.

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