Get there: More > Administration > Acquisitions
If you place orders from more than one country you will want to input currency exchange rates so that your acquisitions module will properly calculate totals.
Get there: More > Administration > Acquisitions > Currencies and Exchange Rates
This data is not automatically updated, so be sure to keep it up to date so that your accounting is kept correct.
The active currency is the main currency you use in your library. Your active currency will have a check mark in the 'Active' column. If you don't have an active currency you will see an error message telling you to choose an active currency.
Budgets are the top level used for tracking accounting values related to acquisitions.
Get there: More > Administration > Acquisitions > Budgets
An example would be to create a budget for the current year and then breaking that into Funds for different areas of the library.
To add a budget click the 'New Budget' button.
Choose the time period this budget is for, whether it's an academic year, a fiscal year, a quarter, etc.
The Description should be something that will help you identify the budget when ordering
In the amount box do not use any symbols, simply enter the amount of the budget with numbers and decimals.
Marking a budget active makes it usable when placing orders in the acquisitions module, even if the order is placed after the budget end date. This will allow you to record orders that were places in a previous budget period.
Locking a budget means that Funds will not be able to be modified by librarians
Once you have made your edits, click the 'Save Changes' button. You will be brought to a list of your existing budgets.
Get there: More > Administration > Acquisitions > Funds
A fund is added to a budget.
A budget must be defined before a fund can be created.
To add a new fund click the New button and then choose which Budget you would like to add the fund to.
In the form that appears you wan to enter the basics about your fund.
The three first fields are required, the rest are optional
Fund Code is a unique identifier for your fund
The Fund Name should be something that librarians will understand
Amount should be entered with only numbers and decimals, no other characters
You can choose to assign this fund to a librarian. Doing so will make it so that only that librarian can make changes to the Fund
Choose which library will be using this fund
You can restrict who can order from this fund by choosing either the owner or the library from the 'Restrict access to' menu
Notes are simply for any descriptive notes you might want to add so that librarians know when to use this fund
Planning categories are used for statistical purposes. To learn more about planning categories, check out the Planning Category FAQ.
When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.
To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options. A child fund simply a sub-fund of the fund listed. An example would be to have a fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science Fiction.' It is an optional way to further organize your finances.
When viewing the list of funds click the 'Planning' button and choose how you would like to plan to spend your budget.
If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months:
To hide some of the columns you can click the minus sign (-) to the right (or below as in the screenshot above) the dates. To add more columns you can click the plus sign (+) found above the 'Auto-fill row' buttons.
From here you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.
Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.