Overview

Edit a category’s name, status, or settings in Category (Chart of Accounts). Use this when inactivating categories, updating optional settings, or correcting names.  Editing in the Chart of Accounts is a district level task.


Steps

  1. From the Main Menu, go to My School Information > Category (Chart of Accounts).
  2. Search for the category and select it.
  3. Click Edit (or open the Modify tab).
  4. Update details:
    • Category Name – Adjust Name.  **NOTE: Changing the name of a category will change the category name in the historical reports as well.
    • Umbrella – Add or change umbrella.
    • GL Department / GL Name – Update details as required.
  5. Click the Checkmark at the bottom to Save.

Outcome

Your changes are saved and reflected in reporting and reconciliation.

Troubleshooting

  • Save is disabled – You may lack edit permissions; contact your District Administrator.
  • Field is read-only – This is district controlled; request changes through your District Administrator.

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