The Categories screen is used to set up the categories of fees for student billing. Categories can be set up for the district as a whole or for individual schools.
1. In the Billing menu, click Categories.
2. In the blank row next to the plus sign, enter the Category Title.
3. If the category will be available to all schools in the district, select the district option at the top of the School pull-down (this option is only available to district users). If the category will only be available to a specific school, select the school.
4. Deselect the Enabled check box if the category will not be available for use at this time.
5. Select District Lock to prevent the category from being edited or deleted by school-based users.
The District Lock option is only available for selection by district users.
6. Click Save to add the category.
School-based users are only able to view categories that are set up specifically for their school. Categories set with "District Lock" cannot be edited or deleted by school-based users.
1. In the Billing menu, click Categories.
2. Click the District Lock, Enabled, or Category Title field on the category to enable it for editing.
The School field cannot be edited.
3. After making your changes, click Save.
School-based users are only able to view categories that are set up specifically for their school. Categories set with "District Lock" cannot be edited or deleted by school-based users.
1. In the Billing menu, click Categories.
2. Click the minus sign next to the category to delete.
3. In the confirmation message, click OK.
