(New) Funding Sources Funding sources allow you to define in Evergreen where a library’s budget comes from. You can specify various sources that...
Funding Source Examples Here are a few examples of how funding sources (blue boxes) might be set up. The black boxes represent the...
(New) Fund Administration Fund Administration is a tabbed interface that replaces the old XUL interfaces for Funds, Funding Sources, and Fund Tags. The...
(New) Funds In the Acquisitions module, money is encumbered and expended through funds. Funds allow you to set and track spending for...
(New) Move Money from a Fund back to a Funding Source There may be times when you want to move money back to a funding source. To do this:
(New) Allocating Money to a Fund There are two ways to allocate money to a fund. You can do it from the funding source or you...
(New) Fund Tags You can apply tags to funds to allow you to group funds for easy reporting. For example, you could create...
Configuring a Fund Summary Report in Funds Administration In the Funds tab in Fund Administration, you can use grid options to configure columns to print out or export...