Fin Configs

Concept

Fin Configs is part of Admin Management. Use it to maintain configuration values used by Admin Management workflows. It supports administrative governance by keeping project, activity, request, setup, or subscription records consistent across the ERP.

Fields

FieldMeaning
Code / NumberUnique identifier for the record.
Name / DescriptionHuman-readable label or explanation.
Owner / Responsible PersonStaff member or role accountable for the record.
StatusCurrent state, such as active, pending, open, closed, or retired.

How To

  1. Open Admin Management -> Setup -> Fin Configs.
  2. Use search or filters to find an existing record.
  3. Open a record to review its details, status, and related sub-records.
  4. Click New when a new record is required.
  5. Complete the required fields and save.
  6. Use workflow actions such as Send, Approve, Post, Close, or Delete only where they are available for that page.
Screenshot: Admin Management Fin Configs list and detail view