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Services are used to define functional programs for reporting purposes.
Program services are the only type of services that can be added and edited.
Add a Service
- Navigate to Accounting and click Services on the navigation bar.
- Click Add Program Service.
- Enter applicable New Service information, and then click New Service. In-system asterisks indicate required fields.
- If the service is a sub-service, you will need to select the Parent Service from the Parent Service drop-down menu. If not, leave this field blank.
- If the service is a sub-service, you will need to select the Parent Service from the Parent Service drop-down menu. If not, leave this field blank.
The new service will display within Program Services.
- If it is a sub-service, the new service will display underneath the parent service.
Edit a Service
- Navigate to Accounting and click Services on the navigation bar.
- Click the pencil icon next to the service you want to edit.
- Update the applicable Edit Service information, and then click Save.