Overview
Most districts restrict creating, editing, and deleting categories to district staff. If your district allows you to delete a category locally, follow the steps below. If the category is referenced in any transaction, the system will block deletion.
Before you begin
- Confirm your district policy. School users do not have the access to delete categories.
- Note: If the selected category is referenced in transactions it cannot be deleted.
Steps
- Go to Main Menu > Chart of Accounts.
- Locate the category by umbrella:
- Select the Search tab.
- Choose the required umbrella from the drop-down.
- Click Perform Search.
- Review the List View for the category and its number.
- Delete the category:
- Click the row indicator to the left of the category name to highlight it.
- Click the Delete icon on the category toolbar.
- A message will display confirming the category to be deleted. Click OK.
- If a warning states the record is referenced in one or more transactions and cannot be deleted, click OK and contact your district administrator for guidance.
Outcome
If the category is not referenced in transactions and district policy permits, it is removed from the list of categories.
Troubleshooting
- List did not refresh after a search - Click Find All to reload the full category list.
- Cannot delete due to warning message - Work with your district administrator on the next steps for the category according to policy.