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Configuration: How to add new financial data types

 

 

 

Mochadocs - Contract Management - Gears V1

How to add new financial data types

The strategic approach towards adding financial data to contracts within Mochadocs can be immensely beneficial to businesses; however, it should be applied in a manner that clearly identifies the purpose.

 

Step 1 - Settings

Go to Configuration and select "Financial Types"

 

Mochadocs Configuration - Financial types

 

Step 2 - Add Financial type

Click on the add button to add a Financial type to your Mochadocs Workspace.

 

Add a Financial tpe to your Mochadocs Workspace

 

Step 3 - Select type

Add the new Financial Type and select what kind of Financiel typ it is. You can select "Currency" or "Percentage". Integrate the Financial type seamlessly into your workspace. 

 

Add financial type and select type

 

And you're done! 

 

 

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