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How to add Financial Categories?

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1 How to add Financial Categories? on Sun Nov 16, 2014 8:24 pm

When I go to the 'financial libraries' page I can add new payment methods but can't add any financial categories.

When I click the 'financial' button at the top of the page and select 'categories' I can see three choices that came with the download: "pet price, shipping, other payment " but these three don't show up in the financial library list either.

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2 Re: How to add Financial Categories? on Mon Nov 17, 2014 5:48 pm

Admin


Admin
To add the financial categories go to "Customize"- "Financial Libraries"- "Financial Categories". You can add the categories there.

The three choices that automatically show-up in the dropdown menu are programmed to stay there all the time. They are part of the programming for that helps the program auto-enter puppy payments, shipping, etc in financial.

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3 Re: How to add Financial Categories? on Mon Nov 17, 2014 7:02 pm

I don't have the option to add categories, unless it is done differently than adding payment methods.   For payment methods, there is a green "+" sign that I can click on.   There is no green plus sign for categories.  Here is a screen shot:

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4 Re: How to add Financial Categories? on Mon Nov 17, 2014 7:41 pm

Admin


Admin
You win a prize! You found a glitch:) Looks like a spacing issue. We will fix that with the update.

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5 Re: How to add Financial Categories? on Mon Nov 17, 2014 7:55 pm

I seem to be the only one with issues/questions! Was thinking that I'm a problem customer LOL

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6 Re: How to add Financial Categories? on Mon Nov 17, 2014 7:59 pm

Admin


Admin
You are not a problem customer at all! This is the input needed.

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7 Re: How to add Financial Categories? on Mon Jan 26, 2015 9:22 pm

I still cannot add Financial Categories - Is there some way to do it?

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8 Re: How to add Financial Categories? on Mon Jan 26, 2015 10:24 pm

Admin


Admin
Go to "Customize", then "Financial Libraries", then "Financial Categories". In your version the "Add" button in financial categories wasn't working. I'm not sure though. If not, don't worry, it is fixed in the new version.

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9 Re: How to add Financial Categories? on Tue Jan 27, 2015 11:23 am

No add button yet.

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