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To view all options for all list items, click Open All. You can modify a group or activity name by selecting it, then modifying the information in the fields below the list.

  

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titleAdditional Field Information

Add
Select to add a new group name or a new Charge/Payment activity name. Inserts the new item under the selected item in the list.

Delete
Select the charge/payment description(s) to delete, and click Delete/OK.

Reorder
Select the group name or activity name and move it using the up and down arrows. To sort alphabetically, click Sort. Click Save/OK.

Combine
Select a description to change, select what to change that description to, and add the change to the list. Click Combine/OK.

Note
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You cannot combine a Charge type with a Payment type.

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