Overview

A category can be renamed in the Chart of Accounts by a district administrator. Note:  It is recommended to create a new category in most instances rather than changing the name.



Before you begin


  • You must have an district level role with permission to manage categories.
  • Important: Renaming a category updates the name historically.

Steps

  1. From the Main Menu, go to My School Information > Category (Chart of Accounts).
  2. Select the required Category Name.
  3. Click the Modify tab.
  4. Edit the Category Name as required.
  5. Click the Check Mark to save.

Outcome

The category name is updated. All existing and historical records reflect the new name.

Troubleshooting

  • If the Edit icon is unavailable, confirm you are logged in as a district administrator.
  • If updates do not appear in reports, refresh the system or log out and back in to reload account data.

Related