Step 1: Navigate to Settings by clicking on the three lines in the top right corner of the screen and clicking on Settings.
Step 2: Click on Fin Mgrs to open the Finance Manager editor. To add a new Finance Manager, use the fields at the top of the editor. Begin by entering the name of the new Finance Manager in the Name field.
Step 3: Enter initials for the Finance Manager and check the box if you want them included in your Menu Reports. Click the Save button to save the Finance Manager. You will see the new Finance Manager added to the Finance Manager list.
Edit a Finance Manager (including removing from Menu Reports)
Click on the Finance Manager. The record will highlight and the information will appear in the fields at the top. Edit the person as necessary. If you are wanting to remove the Finance Manager from Menu Reports, uncheck the Reports box. When you are finished, click on the Save button to save your changes.
Delete a Finance Manager
Step 1: Click on the line of the person. It will highlight and the information will appear in the fields at the top. Click on the Delete button.
Step 2: A box will appear asking you to confirm the deletion of the person. If you wish to move forward, click on OK. NOTE: Finance manager deletion is permanent. If you delete a finance manager, they will no longer appear on your deals or in your reports.
You can return to the menu at any time by clicking the Return to Menu button in the top right corner.