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Mitratech Success Center

Breakdown: Categories

To view reserves organized by category in a pie chart, select Breakdown: Categories in the Reserves tab from the Finance Navigation Bar.

Breakdown: Categories Link

To edit a reserve:

  1. Click the calendar event icon.
    The information opens on the right.
  2. Change the classification and/or fiscal year by selecting an option from the drop-down list.
  3. Change the amount and/or reserve date by typing into the text boxes.
  4. Add any comments to the appropriate text field.
  5. Click Save Reserve Amount to keep changes, or click close_x to cancel and exit.

Select the trash can lg icon to delete the record.

Category Breakdown

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