Change a chart of accounts category

Article • 4/27/2026 • 1 min read

Made2Manage contains six permanent account categories. You can change a category’s name or description.

To change a category name or description

  1. Open the GL Categories (GLCAT) page.

    a. Select Utilities > Company Setup > Finance > GL Categories.

    Or

    b. Search for GLCAT in the Navigation box and then select GL Categories

    TheGL Categories (GLCAT) page appears.

  2. On the Toolbar, click Browse.

    The Browse For GL Categories window appears.

  3. Select the row that contains the required category, and click Select.

    Or, double-click the row that contains the required category.

  4. In the Name / Descriptionbox, type the new name or description.

  5. On the Toolbar, click Save. The changes are saved.


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