Fiscal Close is a process you run to close out one fiscal year and begin another. Fiscal Close is usually...

In the Provider Search interface you can search for an existing provider , delete/deactivate a provider, create a provider, or...

About Providers Provider records represent a vendor or a vendor account. This record can contain information pertaining to contacting the...

The process of cancelling or delaying purchase orders/line items/copies is the same whether you are intending to cancel or delay....

There are times when you need to cancel a purchase order, a line item, or an individual copy on a...

Funding sources allow you to define in Evergreen where a library’s budget comes from. You can specify various sources that...

Here are a few examples of how funding sources (blue boxes) might be set up. The black boxes represent the...

Fund Administration is a tabbed interface that replaces the old XUL interfaces for Funds, Funding Sources, and Fund Tags. The...

In the Acquisitions module, money is encumbered and expended through funds. Funds allow you to set and track spending for...

There may be times when you want to move money back to a funding source. To do this:

There are two ways to allocate money to a fund. You can do it from the funding source or you...

You can apply tags to funds to allow you to group funds for easy reporting. For example, you could create...