Differences

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--- about_funds [2024/08/01 12:42] – ↷ Page name changed from funds to about_funds cmorgan
+++ about_funds [2024/08/21 14:09] (current) – [Deciding on Your Fund Setup] cmorgan
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   * You may want to take into account how your bookkeeping is set up. How will you translate expenditures in Evergreen to your accounting software? Does this matter to you or do you just want to use your funds to get an estimate of what you have encumbered and what you have spent?
   * What will you want to pull statistics on? Expenditures for a branch? Expenditures for a collection? Expenditures for a format?
   * If you get processing done on materials, are processing charges billed to one particular fund/account created for that purpose or is that cost rolled into the per-item price?
   * If you have branches do you budget money specifically for your different branches?  If so, you may want to create funds for each branch.
   * If you would like to have funds in your grid codes on a vendor's site, Baker & Taylor’s TS360 for example, be sure to check with your vendor to see if there is a limit to the number of characters a fund code can have. The limit for Baker & Taylor’s TS360, for example, is 26 character per fund code. So name your funds accordingly.