Bug 25916 - Create UI to modify and track changes to budget and fund amounts
Summary: Create UI to modify and track changes to budget and fund amounts
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement with 1 vote (vote)
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
Depends on: 23971 24190
Blocks: 25918
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Reported: 2020-07-02 21:02 UTC by Rhonda Kuiper
Modified: 2023-12-09 16:17 UTC (History)
5 users (show)

See Also:
Change sponsored?: ---
Patch complexity: ---
Documentation contact:
Documentation submission:
Text to go in the release notes:
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Attachments
Mock-up of Modify Fund page with +/- and transfer function (132.35 KB, application/vnd.openxmlformats-officedocument.wordprocessingml.document)
2020-07-02 21:02 UTC, Rhonda Kuiper
Details

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Description Rhonda Kuiper 2020-07-02 21:02:27 UTC
Created attachment 106479 [details]
Mock-up of Modify Fund page with +/- and transfer function

The Koha-US Acquisitions SIG discussed this enhancement and came up with some features that multiple libraries said would help their workflow.  
The specific features are a 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.
Comment 1 Ashley Johnson 2022-09-22 21:16:39 UTC
Great idea. Very well thought out and a wonderful improvement over current budget capabilities.