List Finance Records

  1. On the dashboard Home page, click on the Finance menu option on the left sidebar
  2. Under the dropdown that appears, click List for the list to appear
    3. Finance List Image
  3. The following are the list of finance records available
    4. Finance List

View Finance Record Details

  1. On the list page, click the Eye Icon button for the finance record whose details you want to see
    2. Finance Details View
  2. That should open the page containing details for the finance record in question
    3. Finance Details

Edit/Update Finance Record Details

  1. On the list page, click the Pencil on Paper Icon button for the finance record whose details you want to update
    2. Finance Details
  2. That should open the form which you can use to update the finance record's details
  3. Make the necessary changes and click the blue Update Finance Record button
    4. Finance Details Update Form
  4. If successful, you should see a message which reads: Record updated.
    5. Finance Details Update Success

Delete Finance Record

  1. On the Finance Records List page, click the Trash Can Icon for the finance record you want to delete
    2. Delete Finance Record Image
  2. That should open the delete confirmation page. Click on the Yes, Delete This Record button.
    3. Finance Record Delete Confirmation
  3. If Successful, a success message will be displayed at the top like: Record deleted.
    4. Finance Record Delete Success