ACQUISITIONS
Chapter 3. FUND ACCOUNT MAINTENANCE
Fund Account Maintenance
The Fund Account Maintenance function lets you create separate budget accounts into which you may distribute your library's acquisitions budget for a given fiscal year.
To access Fund Account Maintenance:
- From the Acquisitions menu, select Financial Management - Fund
Account Maintenance.
- The Fund Accounts for Fiscal Year screen displays.
Fund Accounts for Fiscal Year Screen
- The screen lists all currently defined Fund Accounts, and shows the total amounts Allocated, Encumbered and Spent; the unencumbered balance (Unencumbered Bal.); and the percentage of the Allocated amount consumed during the associated fiscal year (% Enc + Spent).
- From the Fund Accounts for Fiscal Year screen, you may choose to add a new fund account, edit an existing fund account, clone an existing fund account or delete an existing fund account (see Adding and Editing Fund Accounts for details). You can also Download a copy of the Fund Accounts for Fiscal Year list in Microsoft Excel format.