Setting Up Financial Management › Financial Classes › Investment Classes › Create Investment Classes

Create Investment Classes

Follow these steps:

1. Open Administration, and from Finance menu, click Setup.

   The financial organizational structure page appears.

2. Click Investment Classes.

   The list page appears.

3. Click New.

   The create page appears.

4. Complete the following fields:

   Class Name

   Defines the name for the class (up to eight characters). This field is display-only after the investment class is created.

   Description

   Defines the detailed description of the class.

   Short Description

   Defines the short description of the class.

5. Save the changes.

More information

Investment Classes

Edit Investment Classes