Differences

This shows you the differences between two versions of the page.

--- fund_administration_interface [2024/08/01 11:06] – removed - external edit (Unknown date) 127.0.0.1
+++ fund_administration_interface [2025/01/24 15:02] (current) – [The Funds Tab] cmorgan
@@ Line 1: / Line 1: @@
+====== Fund Administration Interface ======
+Fund Administration is a tabbed interface for configuring and maintaining Funds, Funding Sources, and Fund Tags.
+Fund Administration can be reached either from the Acquisitions menu or by going to the Administration menu, selecting Acquisitions Administration and clicking on Fund Administration in the middle column.
+The Fund Administration interface defaults to the Funds tab with the Library set to your working location. To see Funding Sources or Fund Tags, click on the appropriate tab.
+In any of the three tabs, the **Library selector** will default to your working location (branch). Only funds/funding sources/fund tags for that branch will display in the results grid.
+{{ ::acq_fund_admin_org_setting_branch.png?direct | Library Selector}}
+To see funds/funding sources/fund tags that are owned at your system level check the Ancestors box. This will show you system level funds/funding sources/fund tags and those owned by your working location.
+{{ ::acq_fund_admin_org_setting_ancestors.png?direct | Library Selectors - Ancestors}}
+To see funds/funding sources/fund tags at the system level and all branches, select your system level from the Library selector dropdown and select the box next to Descendants.
+{{ ::acq_fund_admin_org_setting_system.png?direct | Library Selector - Descendants}}
+===== The Funds Tab =====
+In this tab you can create a new fund, edit a fund, inactivate a fund, deleted a fund*, perform fiscal close, and search for existing funds. The fund grid can be configured, using the grid options under the gear icon, to show the full status of your funds, including encumbered and spent balances, across all your funds.
+**Remove Filters** Button – Clears all filter that have been set.
+**New Fund** Button – Click to create a new fund
+**Fiscal Propagation and Rollover** Button – Click to access fiscal close functions.
+{{::acq_fund_admin_buttons.png?direct|Buttons}}
+**Grid functions**
+{{::grid_controls.png?direct|Grid Controls}}
+**Column headings** – Columns are sortable. Click twice on the column heading to reverse the sort order.
+<note>Money columns are not sortable.</note>
+**Filters** – Filters are specific to the type of data.
+<note>Money columns are not filterable.</note>
+<note important>The Year is automatically filtered to the current **CALENDAR year** by default. If you are in the first half of the fiscal year you will need to change the Year filter to your **FISCAL year** when you come to this screen.</note>
+**Legacy Fund Interface** – Link to old fund interface.