Differences

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--- allocating_money_to_a_fund [2024/08/01 13:16] – created cmorgan
+++ allocating_money_to_a_fund [2024/08/21 14:23] (current) – cmorgan
@@ Line 5: / Line 5: @@
 ==== Allocating from the Funding Source ====
-  - Go to Administration => Acquisitions Administration and click on Fund Administration.
+. Go to Administration => Acquisitions Administration and click on Fund Administration.
-  - Click on the Allocations tab.{{ ::acq_allocations_tab.png?direct | Allocations Tab}}
-  - Click on the Allocate to Fund button.{{ ::acq_allocate_to_fund_button.png?direct | Allocate to Fund Button}}
+. Click on the Allocations tab.
-  - In the Fund dropdown, start typing the fund you want to allocate money to, and select it when it appears.{{ ::acq_allocate_select_fund.png?direct | Select a Fund}}
-  - Enter the Amount you want to allocate.
+{{::acq_allocations_tab.png?direct| Allocations Tab}}
-  - Enter a note (optional).
-  - Click Save.
+. Click on the Allocate to Fund button.
-  - The allocation will appear in the Allocations grid.
+{{::acq_allocate_to_fund_button.png?direct| Allocate to Fund Button}}
+. In the Fund dropdown, start typing the fund you want to allocate money to, and select it when it appears.
+{{::acq_allocate_select_fund.png?direct| Select a Fund}}
+. Enter the Amount you want to allocate.
+. Enter a note (optional).
+. Click Save.
+. The allocation will appear in the Allocations grid.
 ==== Allocating from within the Fund ====
-  - Go to Administration => Acquisitions Administration and click on Fund Administration.
+. Go to Administration => Acquisitions Administration and click on Fund Administration.
-  - In the Funds tab click on the blue name link for the fund you want to allocate money to.{{ ::acq_allocations_fund_name_link.png?direct | Fund Name Link}}
-  - Click on the Create Allocation button.{{ ::acq_allocations_create_button.png?direct | Create Allocations Button}}
+. In the Funds tab click on the blue name link for the fund you want to allocate money to.
-  - From the Funding Source dropdown, select the funding source you want to allocate money from.
-  - Enter the amount you want to allocate
+{{::acq_allocations_fund_name_link.png?direct| Fund Name Link}}
-  - Click Save.
-  - The allocation will appear in the Allocations tab for the fund.
+. Click on the Create Allocation button.
+{{::acq_allocations_create_button.png?direct| Create Allocations Button}}
+. From the Funding Source dropdown, select the funding source you want to allocate money from.
+. Enter the amount you want to allocate.
+. Click Save
+. The allocation will appear in the Allocations tab for the fund.