Investment Categories

Investment Categories

Investment categories are used to configure the posting options in enPortfolio. Categories can be used to post transactions to specific ledger accounts.

Description

This is the name of the Category and is what users see in the application when this category is used.

Standard Controls

The standard controls bar, which appear at the bottom of the screen can be used to change the selected maintenance item.

Add

While in the Investment Categories section, this button can be used to add a new Investment Category. When clicking the add button, the following screen will be displayed.

Edit

The edit button can be used to edit the description of an existing Investment Category. This is done using the above screen.

Delete

When you select an item from the main working area, you can click the delete button to remove this item from the system, a confirmation box will be displayed incase the button is click accidentally.

Export

This will export whatever is in the working area into an excel spreadsheet so that this can be used externally from the system.

Refresh

The refresh button simply refreshes what is being displayed in the grid

X

The X button simple closes the maintenance module.