QUESTION:

Can I rename a category after it has been created?


NOTE: When a category name is modified, this will modify the name historically.


PROCESS:

The ability to modify categories is an account setting, activated by the board.

 

To modify a category name:

From Main Menu > My School Information > Category (Chart of Accounts)

1    Select Category Name

2    Click Modify tab

3    Edit Category Name


4    Click Check-mark to Save


New Category / Account - How to Add

Add a Category (Account) to Chart of Accounts