Adding a new Fund to a Budget
How to Add a new Fund to a Budget
This document explains how to add a new Fund to a Budget.
A Budget must be defined before you can create a Fund to add to the Budget. Refer to FAQ - End of Year - Setting up Budgets for the new financial year for details of how to create the new budget and carry forward funds from the previous year’s budget.
At any stage during the year, if you want to create a new Fund, go to Acquisitions page, Budgets and click Actions beside the relevant budget.
Select Add fund, enter the details and Submit.
The Fund code and Fund name are required fields.
When Koha is displaying lists of funds for selection (for example when creating the order)
the Fund name rather than the Fund code is listed and the list is sorted alphabetically
by Fund name. Bear this in mind when entering the Fund name.
The Fund Amount is also a required field.
The total amount allocated to all your funds must not exceed the Budget allocation.
Do not enter any currency symbols in the Amount.
If you would like a warning message when your fund reaches a threshold enter the
threshold amount or percentage.
You can assign this fund to one librarian by selecting the librarian as Owner.
Only that librarian can make changes to the fund.
You can add other librarians as Users of the fund.
You can choose which Library will be using the fund.
Then you can restrict who can order from the fund by choosing either the Owner;
Owner and Users; or Owner, Users and Library.
If you want to gather additional statistical information from orders using the fund
you can link authorised values to Statistic 1 and Statistic 2
Notes are for internal use, to remind librarians when to use this fund.
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