Investment Types

Get Started

The Investment Types feature is used for creating a new term investment. This is used in categorizing term investments. It is a needed component of the term investment feature.

Shown below are all the required fields to enter while creating an Investment Type. The fields on red are compulsory and must be entered before the save button can be highlighted.

Create

view screan and create button

Fig 1a Showing the Investment Types view screan and create button.

Investment Types Create page.

Fig 1b Investment Types Create page.

Select account tab.

Fig 1c Selecting accounts tab.

Select account sheet.

Fig 1d Account selection sheet.

Edit / Delete

As shown in Fig 1e below , the radio button for an investment type has to be clicked on before the edit and delete buttons can be active.

Edit and Delete buttons.

Fig 1e Showing the Edit and Delete buttons.

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