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<h1>Funds</h1> |
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<p>A fund is added to a budget.</p> |
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<p style="color: rgb(153, 0, 0);">IMPORTANT: A budget must be defined before a fund can be created.</p> |
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<p>To add a new fund click the New button and then choose which Budget you would like to add the fund to.</p> |
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<p>In the form that appears you wan to enter the basics about your fund.</p> |
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<p>The three first fields are required, the rest are optional</p> |
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<ul> |
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<li>Fund Code is a unique identifer for your fund</li> |
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<li>The Fund Name should be something that librarians will understand</li> |
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<li>Amount should be entered with only numbers and decimals, no other characters</li> |
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<li>You can choose to assign this fund to a librarian. Doing so will make it so that only that librarian can make changes to the Fund</li> |
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<li>Choose which library will be using this fund</li> |
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<li>You can restrict who can order from this fund by choosing either the owner or the library from the 'Restrict access to' menu</li> |
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<li>Notes are simply for any descriptive notes you might want to add so that librarians know when to use this fund</li> |
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<li>Planning categories are used for statistical purposes. To learn more about planning categories, check out the Planning Category FAQ.</li> |
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</ul> |
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<p>When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.</p> |
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<p>To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options. A child fund simply a sub-fund of the fund listed. An example would be to have a fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science Fiction.' It is an optional way to further organize your finances.</p> |
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