Introduction

This article explains how to set up categories in the system. Categories help track receipted and expended funds and can be enabled by the District Administrator.

Overview

  • Categories is an optional feature that the District Administrator can activate.
  • The District Administrator can create district-wide Categories to track receipted and expended funds.
  • Users will tag each check or receipt detail line with the appropriate Category when applicable.

Process

To access the Categories setup, navigate to:

Admin > Categories

Activating the Category Feature

To enable Categories, select the checkbox labeled Use Categories at the top left of the screen.

Creating a New Category

  1. Enter the Category ID (up to 10 characters).
  2. Enter the Description of the Category.
  3. Ensure the Status is set to Active.
  4. If set to Inactive, the Category will be inactive at all schools.
  5. Select the appropriate School Level or click Select All to apply the Category to all levels.
  6. For school-specific Categories, select Schools and assign the Category to the relevant schools.
  7. Click Save New to complete the setup.

Editing a Saved Category

  1. Click on the Category in the list.
  2. Make the necessary edits.
  3. Click Update to save changes.