Ribbon menu style method:
Click on the Financials tab.
In the Records section on the left, click on the Set Up button.
Click on the required category name (heading).
Click on Edit button.
If you need to insert a new record, either:
Click on the row immediately below the last row or
Scroll down to the bottom of the page, select the last existing record, then press tab up to three times until a new row appears.
Enter the details of the new record in the fields at the foot of the window.
If you have Attributes defined and need to associate one to this new record, then click on the blue arrow to then assign any Attributes as you need.
Tab from the last field to add the record to the list and enter another record (if required).
Click Save to save the records.
Classic/Menu Module menu style method:
Click on the Nominal Ledger in the navigation pane.
Under Records, click on Categories.
Click on the required category name (heading).
Click on Edit button.
If you need to insert a new record, either:
Click on the row immediately below the last row or
Scroll down to the bottom of the page, select the last existing record, then press tab up to three times until a new row appears.
Enter the details of the new record in the fields at the foot of the window.
If you have Attributes defined and need to associate one to this new record, then click on the blue arrow to then assign any Attributes as you need.
Tab from the last field to add the record to the list and enter another record (if required).
Click the Save/OK icon to save the records.