@@ -, +, @@ --- .../en/modules/help/admin/aqbudgetperiods.tmpl | 31 ++++++++++++++++++++ .../prog/en/modules/help/admin/aqbudgets.tmpl | 21 +++++++++++++ .../prog/en/modules/help/admin/aqplan.tmpl | 13 ++++++++ 3 files changed, 65 insertions(+), 0 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl @@ -0,0 +1,31 @@ + + +

Funds

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A fund is added to a budget.

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IMPORTANT: A budget must be defined before a fund can be created.

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To add a new fund click the New button and then choose which Budget you would like to add the fund to.

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In the form that appears you wan to enter the basics about your fund.

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The three first fields are required, the rest are optional

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When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.

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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.

+ + + --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl @@ -0,0 +1,21 @@ + + +

Budgets

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Budgets are the top level used for tracking accounting values related to acquisitions. An example would be to create a budget for the current year and then breaking that into Funds for different areas of the library.

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Add a budget

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To add a budget click the 'New Budget' button.

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Once you have made your edits, click the 'Save Changes' button. You will be brought to a list of your existing budgets.

+ + --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl @@ -0,0 +1,13 @@ + + +

Budget Planning

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When viewing the list of funds click the 'Planning' button and choose how you would like to plan to spend your budget.

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If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months

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From here you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.

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Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.

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