Bug 13325 - Add logs for budgets and funds
Summary: Add logs for budgets and funds
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: master
Hardware: All All
: P1 - high enhancement with 80 votes (vote)
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks: 13988
  Show dependency treegraph
 
Reported: 2014-11-21 19:34 UTC by Marjorie Barry-Vila
Modified: 2020-08-05 09:07 UTC (History)
17 users (show)

See Also:
Change sponsored?: ---
Patch complexity: ---
Who signed the patch off:
Text to go in the release notes:
Version(s) released in:


Attachments
mock-up of Modify Fund page to include new features (132.72 KB, application/vnd.openxmlformats-officedocument.wordprocessingml.document)
2020-02-26 22:17 UTC, rkuiper
Details

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Description Marjorie Barry-Vila 2014-11-21 19:34:48 UTC
Hi, 
It would be nice to have logs for budgets and funds.
Then, we would know which amended funds and also have a history of changes.

Regards,

Marjorie
Comment 1 Sandre Cunha 2016-08-06 21:06:35 UTC
This is a critical issue for any library with a trust account. Additions to the budget may be made at any time, or funds may be transferred from one fund code to another. These changes need to be documented and currently the only way to do so is by capturing screen prints before and after, plus extensive use of notes.
Comment 2 Katrin Fischer 2016-08-10 06:59:12 UTC
Hi Sandre, thx for explaining!
Comment 3 Paul Thornton 2019-02-08 10:40:45 UTC
Hello 
Logs for budgets and funds would be of considerable help and would reduce the workload within our Acquisitions teams.
Comment 4 rkuiper 2019-04-09 21:11:27 UTC
Having the ability to track transfer between budgets would be a great help to our library.  It would make reconciling with our cities budget much easier.
Comment 5 Sandy Allgood 2019-04-10 16:41:35 UTC
This would be a really nice feature to track our transfer of funds and budgets, not only for history but for our County auditing.
Comment 6 karen.fellows 2019-04-10 16:45:11 UTC
Agree with Rhonda and Sandy.  It definitely would be nice to have an audit trail/log for the funds and budgets.
Comment 7 Laura Horgan 2019-04-11 21:20:29 UTC
For state agencies having an audit trail within the module would be quite helpful.
Comment 8 Laura Horgan 2020-02-11 16:14:38 UTC
Additionally, I think having an audit trail would be helpful in working with blanket POs.  Write now I add notes when changes are made.  I use a blanket po to track expenses for our patron driven acquisitions accounts as well as some others.
Comment 9 rkuiper 2020-02-26 22:15:32 UTC
The acquisitions SIG discussed this enhancement and came up with some features that multiple libraries said would help their workflow.  
Some of the specific features are a history of changes to the fund that is collapsible, need a transfer between funds function as well as a add/subtract function for each account.
I have attached a mock-up of the 'Modify Fund ...' screen that would incorporate the features the libraries would like.  
Page 1 is a suggestion to make the fund modification screen accessible from the 'all available funds... page.
Page 2 shows what the current 'Modify Fund....' page looks like.
Page 3 shows the mock-up of how we would like it to look.
Any thoughts?
Comment 10 rkuiper 2020-02-26 22:17:00 UTC
Created attachment 99678 [details]
mock-up of Modify Fund page to include new features
Comment 11 Laura Horgan 2020-05-15 18:18:47 UTC
Comment on attachment 99678 [details]
mock-up of Modify Fund page to include new features

I think this enhancement would make it much easier to edit our funds throughout the year.
Comment 12 Laura Horgan 2020-05-15 18:18:50 UTC
Comment on attachment 99678 [details]
mock-up of Modify Fund page to include new features

I think this enhancement would make it much easier to edit our funds throughout the year.