Fund Account Maintenance - Overview

The Financial Management menu provides functions necessary to create and maintain budget accounts into which you may distribute your library's acquisitions budget. The Financial Management menu provides access to the following features and functions related to the creation and maintenance of budget accounts:

Fund Account Maintenance – lets you create separate budget accounts into which you may distribute your library's acquisitions budget for a given fiscal year (see Fund Account Maintenance for details).
Fund Categories – lets you distribute your library's acquisitions budget, for a specified period, among one or more fund categories (see Fund Categories for details).
Clone All Funds – lets you “clone” (duplicate) all existing funds from a selected prior fiscal year into a selected new fiscal year (see Cloning All Funds for details).
Fund Transfer – lets you perform a direct transfer of dollar amounts from one fund to another (see Direct Fund Transfer for details).

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Chapter 2

Acquisitions Configuration

CONTENTS

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Chapter 3

Fund Categories