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Creating A Group

Creating a Collection

Step-by-step instructions for establishing a new collection in KapuLetu.

BeginnerTreasurer

Collections are optional folders for your groups. A group doesn't need to be in one, so you only need collections when you want to keep different communities apart.

1

Open the Collections Tab

Open the Groups page from the sidebar and click the 'Collections' button.

Guided steps for creating a collection - Step 1
2

Click 'New Collection'

Locate and click the 'New Collection' button in the top right corner.

Guided steps for creating a collection - Step 2
3

Enter Collection Details

Fill in the basic information including the Collection Name, Description, and Base Currency.

Guided steps for creating a collection - Step 3
4

Save and Finalize

Click 'Save' to create the collection. You will automatically be taken to the collection's management window, where you will be managing your groups.

Guided steps for creating a collection - Step 4
Pro Tip
When you have more than one collection, the Groups page shows a collection filter and the New Group form lets you choose which collection a group goes into.
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