This guide instructs administrators on how to create, customize, and manage revenue categories within the StatStak Labs platform. By following these steps, administrators will be able to effectively tailor revenue tracking to meet the specific financial requirements of their facility. The process involves accessing the 'God Mode' menu, navigating to 'Settings', and then to the 'Revenue Categories' section where categories can be added, edited, or deleted.
Step-by-Step Guide:
1. Locate the Drop Down Arrow:
Access the StatStak Labs Admin portal and locate the 'God Mode' menu on the left side of the dashboard. This action reveals the administrative controls necessary for managing revenue categories.
2. Enter Account Settings:
Expand the 'Admin access' section by clicking on the 'Settings' tab found under the 'God Mode' menu. This step directs you to various administrative settings, enabling further customization of the account.
3. Select 'Categories' Card:
Scroll down within the 'Settings' menu to find and click on the 'Categories' card. This opens the menu where new revenue categories can be created or existing ones can be modified.
4. Revenue Categories Settings:
In the 'Revenue Categories' menu, type in the name of the new category in the text box. This enables the addition of a new revenue category to your facility’s financial tracking system.
5. Review and Add:
After typing the name of the new category and verifying its accuracy, click on the 'Add' button to save the new category. This finalizes the creation of a new revenue category, incorporating it into your system for future transactions.
🚮 You can easily delete a Revenue Category by clicking the corresponding 'Delete' button to the right.
By following the outlined steps in this guide to create custom revenue categories, administrators can create and deliver invoices tailored to the revenue options offered at their facility, contributing to a seamless transaction process for clients. This systematic approach establishes a foundation for a consistent and dependable administrative experience on the StatStak Labs platform.
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