STEP 1: Click on "Finance Settings" to Access Financial Options

• Navigate to Finance Settings in the sidebar menu.
• This section allows you to manage various financial configurations.
• Look for the Units tab, which will be your next focus.
• Ensure to explore other settings like Invoice Settings and Invoice Template for comprehensive management.

STEP 2: Click on "Units" Tab

• Navigate to the "Finance Settings" section.
• Click on the "Units" tab to access unit settings.
• Ensure you review the highlighted area for relevant options regarding unit management.
• Look for any required fields marked with an asterisk (*) to complete your settings.
• Prepare to proceed by clicking on "Add New Unit" in the next step.

STEP 3: Click on "Add New Unit"

• Locate the "Add New Unit" button highlighted in the interface.
• Click on the button to initiate the process of adding a new unit.
• Ensure you are on the Units tab under Finance Settings.
• After clicking, proceed to the next step to Enter Unit Type.

STEP 4: Enter Unit Type

• Click on the Unit Type input field highlighted in red.
• Enter a category name as required (indicated by the asterisk * next to the label).
• Ensure the information is accurate before proceeding.
• After entering the unit type, you will move to the next step to save your changes.

STEP 6: Click on "Save" to Confirm Unit Type

• Ensure the "Unit Type" field is filled out.
• Locate the "Save" button at the bottom right of the dialog box.
• Click on the "Save" button to confirm your entry.
• This action will save the unit type you have entered and proceed to the next step.

STEP 9: Click on Default Unit to Set It

• Locate the "Units" section in the Finance Settings.
• Identify the unit labeled "Default" in the list.
• Click on the highlighted area next to "Default" to set it as your default unit.
• Ensure that the selected unit reflects your desired default for future transactions.
• Review any additional settings or confirmations that may appear after selection.