Fund Administration is a tabbed interface that replaces the old XUL interfaces for Funds, Funding Sources, and Fund Tags. The new interface allows you to manage your funds, as well as your funding sources and fund tags, in one place.
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.
To see funds/funding sources/fund tags that are owned at the system level check the Ancestors box. This will show you system level funds/funding sources/fund tags and those owned by your working location.
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.
