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Creating A New Investment Type #
To set up an Investment Type, users with the permission View Investment Types – Add Investment Type – Edit Investment Type can navigate to Investment Types on the sidebar in the Categories section. Once there, click on the “Set up Investment” button at the top right corner of the page.
A modal form displays which all required fields must be field and the loan has to be activated before it can be accessed by users. Submit when done, also hit the manage button on the Action column to view or edit the investment details
