Financial Book

Use the Financial Book screen to create a new financial book. To access the screen, click the Need to create a new book? Click here to add link on the Financial Books tab.

Fields on the Financial Book screen are:

Field Description
Book Name The name of the financial book.
Book Description A brief description of the financial book.

Click Save to save changes made on the Financial Book screen and create the new financial book by opening the Book tab.

Click Close to complete your work on the Financial Book screen without saving and return to the Financial Books screen.