Edit a booklet
You can edit the name and the description of an existing booklet without touching its operation history or its balance.
What you can edit
| Field | Editable? | Impact |
|---|---|---|
| Name | ✅ Yes | Immediate renaming throughout the application |
| Description | ✅ Yes | Updated internal note |
| Balance | ❌ No | Always recalculated from the operations |
| Operation history | ❌ No | Preserved as-is |
| Links with payments | ❌ No | Existing payments remain assigned to the booklet |
The balance of a booklet is always the algebraic sum of its operations. To modify a balance, you must act on the operations themselves (transfers, expenses, adjustments) — not on the booklet.
Procedure
The modification of a booklet is done via the same window as the creation. Access is from the administrative views of your organization's booklets.
- 1
Open the booklet edit window
Depending on the permissions and the configuration of your organization, editing an existing booklet can be done:
- From the campaign teams or fund view if the booklet was created in this context
- From the management of dedicated booklets for the booklets you created manually
- 2
Edit the name
In the Name field, adjust the label. Avoid frequent renamings: a stable name helps traceability.
- 3
Update the description
In the Description field, adjust the internal notes. Useful to clarify the context (opening date, internal goal, booklet manager).
- 4
Validate
Click on Validate. The booklet is updated immediately. A confirmation notification is displayed.
Effect of a renaming
When you rename a booklet, the new name is displayed immediately:
- On the booklet card on the Budget page
- In all drop-down menus where this booklet is selectable (payment form, transfer, etc.)
- In the list of operations where this booklet appears as source or destination
- In the exports generated after the renaming
The operations already created continue to display the new name (Unisoft references the booklet by its internal identifier, not by its name).
Special cases
Renaming a fund or campaign booklet
Booklets generated automatically by a fund or a campaign bear the name of the parent entity. To rename them, modify the name of the fund or campaign in the corresponding module:
The Main cash register cannot be renamed
The Main cash register is a system booklet. Its name is fixed ("Main Cash Register") and cannot be modified.
Best practices
- Avoid frequent renamings: a name that changes every month makes historical reading difficult
- Prefix rather than rename: if a project evolves, create a new booklet rather than transforming the old one
- Document in the description rather than in the name: the description can be long, the name must remain short