Renaming a Category or Transaction

To rename a category or transaction:

Select Functions > Maintenance/Set-up > Daysheet Setup from the menu bar.
In the Daysheet Setup window, click Rpt Setup.
In the Financial Daysheet box on the left, scroll down to find the category or transaction you want to rename and select it by double-clicking.
Type the new name and press Enter to save your changes. The new name will now print on the daysheet. In addition, if you change the description of a discount or write-off adjustment, the new name is displayed on the adjustment menu.