Objects can be created in two ways. Firstly through the Objects section in the menu:
and selecting Add New:
Alternatively, objects can be created when you create a new transaction. Once you've selected a transaction template you have the option to Manage Objects, where you can select Create objects:
In both cases the steps are the same. First you select an object template:
The template will provide the form fields for you to complete. Templates can be created, but in most cases the correct template for your purpose will be preset in your RADIX Tree account. If you're unsure which template is required, get in touch with us.
Ensure you name the object. We recommend naming it after the product and year it is related to, for example, to so you can easily identify it when adding to a transaction:
Press Submit once you've completed the information required. This will save the object to your account, ready to add to a transaction.