This guide walks you through editing a track category and its options in your system, with a focus on clarity and ease of use.
⚠️ Important Note
You cannot edit the text of an existing category option directly.
You can only:
Add new options
Delete existing options
To rename an option, delete the old one and add a new one with the correct name.
Step 1: In the left-hand navigation panel, click Settings.
Under Settings, select Track Categories.
💡 Tip: Look for the sidebar menu with a gear icon; Track Categories is usually listed under System Settings.
Step 2: On the Track Categories page, find the category you want to edit.
Click the Edit (Pen) icon on the right side of that category’s row.
Step 3: The Edit Track Category pop-up lets you modify:
1️⃣ Category Name - Update the Category Name field (e.g., change "Department" → "Project Type").
2️⃣ Category Options
Add a New Option: Click + Add New Option → type the new option name in the field that appears.
Delete an Existing Option: Click the Delete (Trash Can) icon next to the option you want to remove (e.g., "Department 1").
⚠️ Warning: Deleting an option may affect records or transactions currently tagged with it.
3️⃣ Status
Toggle the category Enable/Disable depending on whether it should be active in the system
Step 4: Once all modifications are done, click Save to apply the changes.
✅ Your Track Category is updated, and new options are added while unwanted options are removed.