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
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.
Hi Sandre, thx for explaining!
Hello Logs for budgets and funds would be of considerable help and would reduce the workload within our Acquisitions teams.
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.
This would be a really nice feature to track our transfer of funds and budgets, not only for history but for our County auditing.
Agree with Rhonda and Sandy. It definitely would be nice to have an audit trail/log for the funds and budgets.
For state agencies having an audit trail within the module would be quite helpful.
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.
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?
Created attachment 99678 [details] mock-up of Modify Fund page to include new features
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.